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AE Wealth Management’s Lineage Cell Therapeutics LCTX Stock Holding History

AE Wealth Management’s Portfolio LCTX Stock Details LCTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-15,543
Closed -$17.1K – 1625
2023
Q4 		$17.1K Hold
15,543
– – ﹤0.01% 2017
2023
Q3 		$18.3K Buy
+15,543
New +$21.1K ﹤0.01% 1916

Other funds holding LCTX

BC
Broadwood Capital New York $1.91B AUM 44.39% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LGM
Logos Global Management San Francisco, California $2.32B AUM 536.01% 1-Year Est. Return
DC
Defender Capital Charlotte, North Carolina $319M AUM 12.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RA
Raffles Associates New York $117M AUM 22.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
PGP
Prescott General Partners Boca Raton, Florida $1.96B AUM 58.65% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

AE Wealth Management's LCTX Position: Q1 2024 in Review

AE Wealth Management sold out of Lineage Cell Therapeutics (LCTX) in Q1 2024, closing a stake of 15,543 shares — an estimated $17.1K sold.

AE Wealth Management first reported a position in LCTX in Q3 2023 and held it in 2 quarters. The position peaked at $18.3K in Q3 2023. 116 funds tracked by Wall St. Rank hold LCTX as of Q1 2024.

  • AE Wealth Management reported no remaining Lineage Cell Therapeutics position as of Q1 2024 after selling out during the quarter.
  • AE Wealth Management sold 15,543 Lineage Cell Therapeutics shares in Q1 2024, an estimated $17.1K.
  • AE Wealth Management first reported a position in Lineage Cell Therapeutics in Q3 2023 and held it in 2 quarters.
  • AE Wealth Management's Lineage Cell Therapeutics position peaked at $18.3K in Q3 2023.
  • 116 funds tracked by Wall St. Rank held Lineage Cell Therapeutics as of Q1 2024.

Based on AE Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.