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Plante Moran Financial Advisors’s Lipocine LPCN Stock Holding History

Plante Moran Financial Advisors’s Portfolio LPCN Stock Details LPCN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,000
Closed -$7.72K – 854
2022
Q4 		$6.53K Hold
1,000
– – ﹤0.01% 635
2022
Q3 		$8K Hold
1,000
– – ﹤0.01% 621
2022
Q2 		$14K Hold
1,000
– – ﹤0.01% 541
2022
Q1 		$23K Hold
1,000
– – ﹤0.01% 470
2021
Q4 		$17K Buy
+1,000
New +$18.6K ﹤0.01% 595

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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
WE
Wealth Effects Boston, Massachusetts $282M AUM 62.81% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Plante Moran Financial Advisors's LPCN Position: Q1 2023 in Review

Plante Moran Financial Advisors sold out of Lipocine (LPCN) in Q1 2023, closing a stake of 1,000 shares — an estimated $7.72K sold.

Plante Moran Financial Advisors first reported a position in LPCN in Q4 2021 and held it in 5 quarters. The position peaked at $23K in Q1 2022. 45 funds tracked by Wall St. Rank hold LPCN as of Q1 2023.

  • Plante Moran Financial Advisors reported no remaining Lipocine position as of Q1 2023 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 1,000 Lipocine shares in Q1 2023, an estimated $7.72K.
  • Plante Moran Financial Advisors first reported a position in Lipocine in Q4 2021 and held it in 5 quarters.
  • Plante Moran Financial Advisors's Lipocine position peaked at $23K in Q1 2022.
  • 45 funds tracked by Wall St. Rank held Lipocine as of Q1 2023.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2023, filed 8 May 2023.