Clearstead Advisors’s Lipocine LPCN Stock Holding History

Clearstead Advisors’s Portfolio LPCN Stock Details LPCN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-74	Closed	-$333	–	2150
2024 Q3	$333	Hold	74	–	–	﹤0.01%	1979
2024 Q2	$610	Buy	+74	New	+$463	﹤0.01%	1924

Other funds holding LPCN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Clearstead Advisors's LPCN Position: Q4 2024 in Review

Clearstead Advisors sold out of Lipocine (LPCN) in Q4 2024, closing a stake of 74 shares — an estimated $333 sold.

Clearstead Advisors first reported a position in LPCN in Q2 2024 and held it in 2 quarters. The position peaked at $610 in Q2 2024. 17 funds tracked by Wall St. Rank hold LPCN as of Q4 2024.

Clearstead Advisors reported no remaining Lipocine position as of Q4 2024 after selling out during the quarter.
Clearstead Advisors sold 74 Lipocine shares in Q4 2024, an estimated $333.
Clearstead Advisors first reported a position in Lipocine in Q2 2024 and held it in 2 quarters.
Clearstead Advisors's Lipocine position peaked at $610 in Q2 2024.
17 funds tracked by Wall St. Rank held Lipocine as of Q4 2024.

Based on Clearstead Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.