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

Avior 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
2025
Q1 		– Sell
-300
Closed -$150 – 1631
2024
Q4 		$150 Hold
300
– – ﹤0.01% 2391
2024
Q3 		$271 Hold
300
– – ﹤0.01% 2210
2024
Q2 		$299 Sell
300
-21
-7% -$23 ﹤0.01% 2162
2024
Q1 		$475 Buy
321
+21
+7% +$24 ﹤0.01% 2582
2023
Q4 		$327 Hold
300
– – ﹤0.01% 1451
2023
Q3 		$354 Hold
300
– – ﹤0.01% 1520
2023
Q2 		$423 Hold
300
– – ﹤0.01% 1474
2023
Q1 		$450 Buy
+300
New +$419 ﹤0.01% 1528

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 $308M AUM 4.52% 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 $3.37T AUM 44.26% 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

Avior Wealth Management's LCTX Position: Q1 2025 in Review

Avior Wealth Management sold out of Lineage Cell Therapeutics (LCTX) in Q1 2025, closing a stake of 300 shares — an estimated $150 sold.

Avior Wealth Management first reported a position in LCTX in Q1 2023 and held it in 8 quarters. The position peaked at $475 in Q1 2024. 127 funds tracked by Wall St. Rank hold LCTX as of Q1 2025.

  • Avior Wealth Management reported no remaining Lineage Cell Therapeutics position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 300 Lineage Cell Therapeutics shares in Q1 2025, an estimated $150.
  • Avior Wealth Management first reported a position in Lineage Cell Therapeutics in Q1 2023 and held it in 8 quarters.
  • Avior Wealth Management's Lineage Cell Therapeutics position peaked at $475 in Q1 2024.
  • 127 funds tracked by Wall St. Rank held Lineage Cell Therapeutics as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.