Lloyd Advisory Services’s Longeveron LGVN Stock Holding History

Lloyd Advisory Services’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
2023 Q4	–	Sell	-1,445	Closed	-$33.8K	–	245
2023 Q3	$33.8K	Buy	+1,445	New	+$41.3K	0.01%	257

Other funds holding LGVN

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

OWMIAS

One Wealth Management Investment & Advisory Services Miami Beach, Florida $95.3M AUM 25.31% 1-Year Est. Return

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

Norden Group Provo, Utah $1.22B AUM 36.64% 1-Year Est. Return

Lloyd Advisory Services's LGVN Position: Q4 2023 in Review

Lloyd Advisory Services sold out of Longeveron (LGVN) in Q4 2023, closing a stake of 1,445 shares — an estimated $33.8K sold.

Lloyd Advisory Services first reported a position in LGVN in Q3 2023 and held it in 1 quarter. The position peaked at $33.8K in Q3 2023. 22 funds tracked by Wall St. Rank hold LGVN as of Q4 2023.

Lloyd Advisory Services reported no remaining Longeveron position as of Q4 2023 after selling out during the quarter.
Lloyd Advisory Services sold 1,445 Longeveron shares in Q4 2023, an estimated $33.8K.
Lloyd Advisory Services first reported a position in Longeveron in Q3 2023 and held it in 1 quarter.
Lloyd Advisory Services's Longeveron position peaked at $33.8K in Q3 2023.
22 funds tracked by Wall St. Rank held Longeveron as of Q4 2023.

Based on Lloyd Advisory Services's 13F filing for Q4 2023, filed 13 Feb 2024.