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McGlone Suttner Wealth Management’s Capricor Therapeutics CAPR Stock Holding History

McGlone Suttner Wealth Management’s Portfolio CAPR Stock Details CAPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-423
Closed -$2.07K – 265
2023
Q4 		$2.07K Buy
+423
New +$1.38K ﹤0.01% 671

Other funds holding CAPR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

McGlone Suttner Wealth Management's CAPR Position: Q1 2024 in Review

McGlone Suttner Wealth Management sold out of Capricor Therapeutics (CAPR) in Q1 2024, closing a stake of 423 shares — an estimated $2.07K sold.

McGlone Suttner Wealth Management first reported a position in CAPR in Q4 2023 and held it in 1 quarter. The position peaked at $2.07K in Q4 2023. 56 funds tracked by Wall St. Rank hold CAPR as of Q1 2024.

  • McGlone Suttner Wealth Management reported no remaining Capricor Therapeutics position as of Q1 2024 after selling out during the quarter.
  • McGlone Suttner Wealth Management sold 423 Capricor Therapeutics shares in Q1 2024, an estimated $2.07K.
  • McGlone Suttner Wealth Management first reported a position in Capricor Therapeutics in Q4 2023 and held it in 1 quarter.
  • McGlone Suttner Wealth Management's Capricor Therapeutics position peaked at $2.07K in Q4 2023.
  • 56 funds tracked by Wall St. Rank held Capricor Therapeutics as of Q1 2024.

Based on McGlone Suttner Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.