LPL Financial’s Celularity CELU Stock Holding History

LPL Financial’s Portfolio CELU Stock Details CELU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-1,010	Closed	-$2.5K	–	4932
2023 Q4	$2.5K	Sell	1,010 -100	-9%	-$217	﹤0.01%	4785
2023 Q3	$2.46K	Buy	+1,110	New	+$3.99K	﹤0.01%	4679

Other funds holding CELU

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

IIA

IPG Investment Advisors San Diego, California $696M AUM 46.48% 1-Year Est. Return

LPL Financial's CELU Position: Q1 2024 in Review

LPL Financial sold out of Celularity (CELU) in Q1 2024, closing a stake of 1,010 shares — an estimated $2.5K sold.

LPL Financial first reported a position in CELU in Q3 2023 and held it in 2 quarters. The position peaked at $2.5K in Q4 2023. 30 funds tracked by Wall St. Rank hold CELU as of Q1 2024.

LPL Financial reported no remaining Celularity position as of Q1 2024 after selling out during the quarter.
LPL Financial sold 1,010 Celularity shares in Q1 2024, an estimated $2.5K.
LPL Financial first reported a position in Celularity in Q3 2023 and held it in 2 quarters.
LPL Financial's Celularity position peaked at $2.5K in Q4 2023.
30 funds tracked by Wall St. Rank held Celularity as of Q1 2024.

Based on LPL Financial's 13F filing for Q1 2024, filed 10 May 2024.