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LM Advisors’s Fulcrum Therapeutics FULC Stock Holding History

LM Advisors’s Portfolio FULC Stock Details FULC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-16,132
Closed -$109K – 397
2023
Q4 		$109K Buy
+16,132
New +$71.6K 0.02% 247

Other funds holding FULC

RCM
RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CAC
Cowen and Company New York $2.97B AUM 105.26% 1-Year Est. Return
SCM
Suvretta Capital Management New York $3.92B AUM 86.67% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TGI
TRV GP IV Boston, Massachusetts $267M AUM 965.83% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LM Advisors's FULC Position: Q1 2024 in Review

LM Advisors sold out of Fulcrum Therapeutics (FULC) in Q1 2024, closing a stake of 16,132 shares — an estimated $109K sold.

LM Advisors first reported a position in FULC in Q4 2023 and held it in 1 quarter. The position peaked at $109K in Q4 2023. 126 funds tracked by Wall St. Rank hold FULC as of Q1 2024.

  • LM Advisors reported no remaining Fulcrum Therapeutics position as of Q1 2024 after selling out during the quarter.
  • LM Advisors sold 16,132 Fulcrum Therapeutics shares in Q1 2024, an estimated $109K.
  • LM Advisors first reported a position in Fulcrum Therapeutics in Q4 2023 and held it in 1 quarter.
  • LM Advisors's Fulcrum Therapeutics position peaked at $109K in Q4 2023.
  • 126 funds tracked by Wall St. Rank held Fulcrum Therapeutics as of Q1 2024.

Based on LM Advisors's 13F filing for Q1 2024, filed 15 May 2024.