Creative Planning’s Lipocine LPCN Stock Holding History

Creative Planning’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
2023 Q2	–	Sell	-588	Closed	-$3.18K	–	2746
2023 Q1	$3.18K	Hold	588	–	–	﹤0.01%	2500
2022 Q4	$3.98K	Hold	588	–	–	﹤0.01%	2397
2022 Q3	$5K	Hold	588	–	–	﹤0.01%	2258
2022 Q2	$8K	Hold	588	–	–	﹤0.01%	2203
2022 Q1	$14K	Hold	588	–	–	﹤0.01%	2176
2021 Q4	$10K	Hold	588	–	–	﹤0.01%	2057
2021 Q3	$11K	Hold	588	–	–	﹤0.01%	2068
2021 Q2	$14K	Hold	588	–	–	﹤0.01%	2000
2021 Q1	$15K	Hold	588	–	–	﹤0.01%	2457
2020 Q4	$14K	Buy	+588	New	+$14.2K	﹤0.01%	2209
2017 Q3	–	Hold	0	–	–	–	2913
2017 Q2	–	Hold	0	–	–	–	4734
2016 Q3	–	Sell	-147	Closed	-$8K	–	4667
2016 Q2	$8K	Buy	147 +141	+2,350%	+$21.8K	﹤0.01%	3387
2016 Q1	$1K	Buy	+6	New	+$1.02K	﹤0.01%	4138
2015 Q4	–	Sell	-12	Closed	-$2K	–	4504
2015 Q3	$2K	Buy	+12	New	+$2.78K	﹤0.01%	3953

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

Wealth Effects Boston, Massachusetts $282M AUM 62.81% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

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

Creative Planning's LPCN Position: Q2 2023 in Review

Creative Planning sold out of Lipocine (LPCN) in Q2 2023, closing a stake of 588 shares — an estimated $3.18K sold.

Creative Planning first reported a position in LPCN in Q3 2015 and held it in 13 quarters. The position peaked at $15K in Q1 2021. 24 funds tracked by Wall St. Rank hold LPCN as of Q2 2023.

Creative Planning reported no remaining Lipocine position as of Q2 2023 after selling out during the quarter.
Creative Planning sold 588 Lipocine shares in Q2 2023, an estimated $3.18K.
Creative Planning first reported a position in Lipocine in Q3 2015 and held it in 13 quarters.
Creative Planning's Lipocine position peaked at $15K in Q1 2021.
24 funds tracked by Wall St. Rank held Lipocine as of Q2 2023.

Based on Creative Planning's 13F filing for Q2 2023, filed 21 Jul 2023.