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Asset Planning Inc’s Lineage Cell Therapeutics LCTX Stock Holding History

Asset Planning Inc’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
2025
Q1 		– Sell
-2,036
Closed -$1.02K – 313
2024
Q4 		$1.02K Buy
+2,036
New +$1.5K ﹤0.01% 299

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
DC
Defender Capital Charlotte, North Carolina $319M AUM 12.55% 1-Year Est. Return
RA
Raffles Associates New York $117M AUM 22.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
DCM
DAFNA Capital Management Los Angeles, California $524M AUM 164.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Asset Planning Inc's LCTX Position: Q1 2025 in Review

Asset Planning Inc sold out of Lineage Cell Therapeutics (LCTX) in Q1 2025, closing a stake of 2,036 shares — an estimated $1.02K sold.

Asset Planning Inc first reported a position in LCTX in Q4 2024 and held it in 1 quarter. The position peaked at $1.02K in Q4 2024. 127 funds tracked by Wall St. Rank hold LCTX as of Q1 2025.

  • Asset Planning Inc reported no remaining Lineage Cell Therapeutics position as of Q1 2025 after selling out during the quarter.
  • Asset Planning Inc sold 2,036 Lineage Cell Therapeutics shares in Q1 2025, an estimated $1.02K.
  • Asset Planning Inc first reported a position in Lineage Cell Therapeutics in Q4 2024 and held it in 1 quarter.
  • Asset Planning Inc's Lineage Cell Therapeutics position peaked at $1.02K in Q4 2024.
  • 127 funds tracked by Wall St. Rank held Lineage Cell Therapeutics as of Q1 2025.

Based on Asset Planning Inc's 13F filing for Q1 2025, filed 8 May 2025.