LFA
LGVN

LGT Financial Advisors’s Longeveron LGVN Stock Holding History

LGT Financial Advisors’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
Q3 		– Sell
-36
Closed -$58 – 745
2024
Q2 		$58 Buy
36
+1
+3% +$2 ﹤0.01% 767
2024
Q1 		$114 Sell
35
-1
-3% -$7 ﹤0.01% 775
2023
Q4 		$486 Hold
36
– – ﹤0.01% 815
2023
Q3 		$835 Buy
+36
New +$1.03K ﹤0.01% 886

Other funds holding LGVN

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.37B AUM 20.71% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LGT Financial Advisors's LGVN Position: Q3 2024 in Review

LGT Financial Advisors sold out of Longeveron (LGVN) in Q3 2024, closing a stake of 36 shares — an estimated $58 sold.

LGT Financial Advisors first reported a position in LGVN in Q3 2023 and held it in 4 quarters. The position peaked at $835 in Q3 2023. 19 funds tracked by Wall St. Rank hold LGVN as of Q3 2024.

  • LGT Financial Advisors reported no remaining Longeveron position as of Q3 2024 after selling out during the quarter.
  • LGT Financial Advisors sold 36 Longeveron shares in Q3 2024, an estimated $58.
  • LGT Financial Advisors first reported a position in Longeveron in Q3 2023 and held it in 4 quarters.
  • LGT Financial Advisors's Longeveron position peaked at $835 in Q3 2023.
  • 19 funds tracked by Wall St. Rank held Longeveron as of Q3 2024.

Based on LGT Financial Advisors's 13F filing for Q3 2024, filed 31 Oct 2024.