Personal CFO Solutions’s Lightwave Logic LWLG Stock Holding History

Personal CFO Solutions’s Portfolio LWLG Stock Details LWLG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-10,200	Closed	-$28.2K	–	554
2024 Q3	$28.2K	Buy	10,200 +85	+0.8%	+$255	﹤0.01%	560
2024 Q2	$30.2K	Hold	10,115	–	–	﹤0.01%	531
2024 Q1	$47.3K	Buy	10,115 +115	+1%	+$501	0.01%	539
2023 Q4	$49.8K	Hold	10,000	–	–	0.01%	508
2023 Q3	$44.7K	Hold	10,000	–	–	0.01%	453
2023 Q2	$69.7K	Hold	10,000	–	–	0.01%	462
2023 Q1	$52.3K	Hold	10,000	–	–	0.01%	465
2022 Q4	$43.1K	Hold	10,000	–	–	0.01%	450
2022 Q3	$73K	Sell	10,000 -15,000	-60%	-$141K	0.02%	401
2022 Q2	$164K	Hold	25,000	–	–	0.04%	405
2022 Q1	$240K	Hold	25,000	–	–	0.05%	395
2021 Q4	$372K	Hold	25,000	–	–	0.07%	261
2021 Q3	$237K	Buy	+25,000	New	+$272K	0.05%	379

Other funds holding LWLG

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Personal CFO Solutions's LWLG Position: Q4 2024 in Review

Personal CFO Solutions sold out of Lightwave Logic (LWLG) in Q4 2024, closing a stake of 10,200 shares — an estimated $28.2K sold.

Personal CFO Solutions first reported a position in LWLG in Q3 2021 and held it in 13 quarters. The position peaked at $372K in Q4 2021. 123 funds tracked by Wall St. Rank hold LWLG as of Q4 2024.

Personal CFO Solutions reported no remaining Lightwave Logic position as of Q4 2024 after selling out during the quarter.
Personal CFO Solutions sold 10,200 Lightwave Logic shares in Q4 2024, an estimated $28.2K.
Personal CFO Solutions first reported a position in Lightwave Logic in Q3 2021 and held it in 13 quarters.
Personal CFO Solutions's Lightwave Logic position peaked at $372K in Q4 2021.
123 funds tracked by Wall St. Rank held Lightwave Logic as of Q4 2024.

Based on Personal CFO Solutions's 13F filing for Q4 2024, filed 7 Feb 2025.