OWMIAS
LGVN

One Wealth Management Investment & Advisory Services’s Longeveron LGVN Stock Holding History

One Wealth Management Investment & 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
2024
Q1 		– Sell
-1,492
Closed -$20.3K – 150
2023
Q4 		$20.3K Buy
+1,492
New +$28.4K 0.01% 126

Other funds holding LGVN

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LFA
LGT Financial Advisors Dallas, Texas $18.9M AUM 25.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HGERS
Householder Group Estate & Retirement Specialist Scottsdale, Arizona $134M AUM 22.36% 1-Year Est. Return

One Wealth Management Investment & Advisory Services's LGVN Position: Q1 2024 in Review

One Wealth Management Investment & Advisory Services sold out of Longeveron (LGVN) in Q1 2024, closing a stake of 1,492 shares — an estimated $20.3K sold.

One Wealth Management Investment & Advisory Services first reported a position in LGVN in Q4 2023 and held it in 1 quarter. The position peaked at $20.3K in Q4 2023. 12 funds tracked by Wall St. Rank hold LGVN as of Q1 2024.

  • One Wealth Management Investment & Advisory Services reported no remaining Longeveron position as of Q1 2024 after selling out during the quarter.
  • One Wealth Management Investment & Advisory Services sold 1,492 Longeveron shares in Q1 2024, an estimated $20.3K.
  • One Wealth Management Investment & Advisory Services first reported a position in Longeveron in Q4 2023 and held it in 1 quarter.
  • One Wealth Management Investment & Advisory Services's Longeveron position peaked at $20.3K in Q4 2023.
  • 12 funds tracked by Wall St. Rank held Longeveron as of Q1 2024.

Based on One Wealth Management Investment & Advisory Services's 13F filing for Q1 2024, filed 14 May 2024.