PS
LENZ

Planned Solutions’s LENZ Therapeutics LENZ Stock Holding History

Planned Solutions’s Portfolio LENZ Stock Details LENZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-217
Closed -$5.15K – 655
2024
Q3 		$5.15K Buy
+217
New +$4.82K ﹤0.01% 498

Other funds holding LENZ

RCM
RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return
AWG
Alpha Wave Global New York $791M AUM 113.77% 1-Year Est. Return
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
7IH
72 Investment Holdings Stamford, Connecticut $49.6M AUM 684.72% 1-Year Est. Return
SB
Samsara BioCapital Palo Alto, California $1.03B AUM 214.94% 1-Year Est. Return
SAM
Sectoral Asset Management Montreal, Quebec, Canada $121M AUM 73.47% 1-Year Est. Return
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Planned Solutions's LENZ Position: Q4 2024 in Review

Planned Solutions sold out of LENZ Therapeutics (LENZ) in Q4 2024, closing a stake of 217 shares — an estimated $5.15K sold.

Planned Solutions first reported a position in LENZ in Q3 2024 and held it in 1 quarter. The position peaked at $5.15K in Q3 2024. 94 funds tracked by Wall St. Rank hold LENZ as of Q4 2024.

  • Planned Solutions reported no remaining LENZ Therapeutics position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 217 LENZ Therapeutics shares in Q4 2024, an estimated $5.15K.
  • Planned Solutions first reported a position in LENZ Therapeutics in Q3 2024 and held it in 1 quarter.
  • Planned Solutions's LENZ Therapeutics position peaked at $5.15K in Q3 2024.
  • 94 funds tracked by Wall St. Rank held LENZ Therapeutics as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.