HGERS
LGVN

Householder Group Estate & Retirement Specialist’s Longeveron LGVN Stock Holding History

Householder Group Estate & Retirement Specialist’s Portfolio LGVN Stock Details LGVN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-10
Closed – – 908
2024
Q3 		$0 Buy
+10
New +$26 ﹤0.01% 1257
2024
Q2 		– Sell
-10
Closed -$33 – 1283
2024
Q1 		$33 Hold
10
– – ﹤0.01% 1256
2023
Q4 		$0 Hold
10
– – ﹤0.01% 1251
2023
Q3 		$234 Buy
+10
New +$286 ﹤0.01% 1228
2023
Q1 		$0 Buy
+10
New +$346 ﹤0.01% 1276

Other funds holding LGVN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's LGVN Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Longeveron (LGVN) in Q4 2024, closing a stake of 10 shares.

Householder Group Estate & Retirement Specialist first reported a position in LGVN in Q1 2023 and held it in 5 quarters. The position peaked at $234 in Q3 2023. 24 funds tracked by Wall St. Rank hold LGVN as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining Longeveron position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 10 Longeveron shares in Q4 2024.
  • Householder Group Estate & Retirement Specialist first reported a position in Longeveron in Q1 2023 and held it in 5 quarters.
  • Householder Group Estate & Retirement Specialist's Longeveron position peaked at $234 in Q3 2023.
  • 24 funds tracked by Wall St. Rank held Longeveron as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.