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Selective Wealth Management’s Lineage Cell Therapeutics LCTX Stock Holding History

Selective Wealth Management’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
2020
Q1 		– Sell
-200
Closed – – 340
2019
Q4 		$0 Hold
200
– – ﹤0.01% 337
2019
Q3 		$0 Buy
+200
New +$207 ﹤0.01% 339

Other funds holding LCTX

BC
Broadwood Capital New York $1.91B AUM 44.39% 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
PGP
Prescott General Partners Boca Raton, Florida $1.96B AUM 58.65% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
NFC
Northeast Financial Consultants Westport, Connecticut $2.45B AUM 15.14% 1-Year Est. Return

Selective Wealth Management's LCTX Position: Q1 2020 in Review

Selective Wealth Management sold out of Lineage Cell Therapeutics (LCTX) in Q1 2020, closing a stake of 200 shares.

Selective Wealth Management first reported a position in LCTX in Q3 2019 and held it in 2 quarters. The position peaked at $0 in Q4 2019. 97 funds tracked by Wall St. Rank hold LCTX as of Q1 2020.

  • Selective Wealth Management reported no remaining Lineage Cell Therapeutics position as of Q1 2020 after selling out during the quarter.
  • Selective Wealth Management sold 200 Lineage Cell Therapeutics shares in Q1 2020.
  • Selective Wealth Management first reported a position in Lineage Cell Therapeutics in Q3 2019 and held it in 2 quarters.
  • Selective Wealth Management's Lineage Cell Therapeutics position peaked at $0 in Q4 2019.
  • 97 funds tracked by Wall St. Rank held Lineage Cell Therapeutics as of Q1 2020.

Based on Selective Wealth Management's 13F filing for Q1 2020, filed 16 Apr 2020.