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Concord Wealth Partners’s Lineage Cell Therapeutics LCTX Stock Holding History

Concord Wealth Partners’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
2022
Q3 		– Sell
-1,500
Closed -$2K – 691
2022
Q2 		$2K Hold
1,500
– – ﹤0.01% 1033
2022
Q1 		$2K Hold
1,500
– – ﹤0.01% 1105
2021
Q4 		$4K Hold
1,500
– – ﹤0.01% 996
2021
Q3 		$4K Hold
1,500
– – ﹤0.01% 631
2021
Q2 		$4K Hold
1,500
– – ﹤0.01% 768
2021
Q1 		$4K Buy
+1,500
New +$3.6K ﹤0.01% 720

Other funds holding LCTX

BC
Broadwood Capital New York $1.91B AUM 44.39% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LCM
Laurion Capital Management New York $3.9B AUM 75.03% 1-Year Est. Return
RA
Raffles Associates New York $117M AUM 22.1% 1-Year Est. Return
PGP
Prescott General Partners Boca Raton, Florida $1.96B AUM 58.65% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

Concord Wealth Partners's LCTX Position: Q3 2022 in Review

Concord Wealth Partners sold out of Lineage Cell Therapeutics (LCTX) in Q3 2022, closing a stake of 1,500 shares — an estimated $2K sold.

Concord Wealth Partners first reported a position in LCTX in Q1 2021 and held it in 6 quarters. The position peaked at $4K in Q4 2021. 105 funds tracked by Wall St. Rank hold LCTX as of Q3 2022.

  • Concord Wealth Partners reported no remaining Lineage Cell Therapeutics position as of Q3 2022 after selling out during the quarter.
  • Concord Wealth Partners sold 1,500 Lineage Cell Therapeutics shares in Q3 2022, an estimated $2K.
  • Concord Wealth Partners first reported a position in Lineage Cell Therapeutics in Q1 2021 and held it in 6 quarters.
  • Concord Wealth Partners's Lineage Cell Therapeutics position peaked at $4K in Q4 2021.
  • 105 funds tracked by Wall St. Rank held Lineage Cell Therapeutics as of Q3 2022.

Based on Concord Wealth Partners's 13F filing for Q3 2022, filed 10 Nov 2022.