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Patriot Financial Group Insurance Agency’s Lineage Cell Therapeutics LCTX Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio LCTX Stock Details LCTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-24,000
Closed -$59K – 2160
2021
Q4 		$59K Sell
24,000
-14,000
-37% -$32.8K 0.01% 806
2021
Q3 		$96K Hold
38,000
– – 0.02% 669
2021
Q2 		$108K Buy
38,000
+31,000
+443% +$80.2K 0.02% 600
2021
Q1 		$16K Hold
7,000
– – ﹤0.01% 1195
2020
Q4 		$12K Buy
+7,000
New +$9.79K ﹤0.01% 1160

Other funds holding LCTX

BC
Broadwood Capital New York $1.42B AUM 34.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DC
Defender Capital Charlotte, North Carolina $308M AUM 4.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PGP
Prescott General Partners Boca Raton, Florida $1.37B AUM 23.81% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RA
Raffles Associates New York $115M AUM 35.69% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Patriot Financial Group Insurance Agency's LCTX Position: Q1 2022 in Review

Patriot Financial Group Insurance Agency sold out of Lineage Cell Therapeutics (LCTX) in Q1 2022, closing a stake of 24,000 shares — an estimated $59K sold.

Patriot Financial Group Insurance Agency first reported a position in LCTX in Q4 2020 and held it in 5 quarters. The position peaked at $108K in Q2 2021. 110 funds tracked by Wall St. Rank hold LCTX as of Q1 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Lineage Cell Therapeutics position as of Q1 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 24,000 Lineage Cell Therapeutics shares in Q1 2022, an estimated $59K.
  • Patriot Financial Group Insurance Agency first reported a position in Lineage Cell Therapeutics in Q4 2020 and held it in 5 quarters.
  • Patriot Financial Group Insurance Agency's Lineage Cell Therapeutics position peaked at $108K in Q2 2021.
  • 110 funds tracked by Wall St. Rank held Lineage Cell Therapeutics as of Q1 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q1 2022, filed 11 May 2022.