GoalVest Advisory’s Scilex Holding SCLX Stock Holding History

GoalVest Advisory’s Portfolio SCLX Stock Details SCLX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-208	Closed	-$3.1K	–	534
2024 Q4	$3.1K	Hold	208	–	–	﹤0.01%	328
2024 Q3	$6.73K	Hold	208	–	–	﹤0.01%	337
2024 Q2	$14K	Hold	208	–	–	﹤0.01%	258
2024 Q1	$11.6K	Hold	208	–	–	﹤0.01%	301
2023 Q4	$14.8K	Hold	208	–	–	0.01%	235
2023 Q3	$10.2K	Hold	208	–	–	0.01%	281
2023 Q2	$40.5K	Buy	+208	New	+$57.4K	0.02%	154

Other funds holding SCLX

Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return

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

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

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

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

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

RCM

RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

GoalVest Advisory's SCLX Position: Q1 2025 in Review

GoalVest Advisory sold out of Scilex Holding (SCLX) in Q1 2025, closing a stake of 208 shares — an estimated $3.1K sold.

GoalVest Advisory first reported a position in SCLX in Q2 2023 and held it in 7 quarters. The position peaked at $40.5K in Q2 2023. 81 funds tracked by Wall St. Rank hold SCLX as of Q1 2025.

GoalVest Advisory reported no remaining Scilex Holding position as of Q1 2025 after selling out during the quarter.
GoalVest Advisory sold 208 Scilex Holding shares in Q1 2025, an estimated $3.1K.
GoalVest Advisory first reported a position in Scilex Holding in Q2 2023 and held it in 7 quarters.
GoalVest Advisory's Scilex Holding position peaked at $40.5K in Q2 2023.
81 funds tracked by Wall St. Rank held Scilex Holding as of Q1 2025.

Based on GoalVest Advisory's 13F filing for Q1 2025, filed 7 Apr 2025.