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Simplicity Wealth’s Lyell Immunopharma LYEL Stock Holding History

Simplicity Wealth’s Portfolio LYEL Stock Details LYEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-921
Closed -$26.7K – 906
2024
Q2 		$26.7K Sell
921
-371
-29% -$17.7K ﹤0.01% 1225
2024
Q1 		$57.6K Buy
+1,292
New +$55.3K ﹤0.01% 1138

Other funds holding LYEL

MM
MWG Management Road Town, Tortola, British Virgin Islands $81.3M AUM 2.28% 1-Year Est. Return
OPL
Orland Properties Ltd Road Town, Tortola, British Virgin Islands $202M AUM 2.79% 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
FCMI
Foresite Capital Management IV Larkspur, California $290M AUM 143.88% 1-Year Est. Return
WA
WuXi AppTec Shanghai, China $19M AUM 20.22% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
O
OrbiMed New York $5.4B AUM 163.13% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $99.1B AUM 124.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Simplicity Wealth's LYEL Position: Q3 2024 in Review

Simplicity Wealth sold out of Lyell Immunopharma (LYEL) in Q3 2024, closing a stake of 921 shares — an estimated $26.7K sold.

Simplicity Wealth first reported a position in LYEL in Q1 2024 and held it in 2 quarters. The position peaked at $57.6K in Q1 2024. 117 funds tracked by Wall St. Rank hold LYEL as of Q3 2024.

  • Simplicity Wealth reported no remaining Lyell Immunopharma position as of Q3 2024 after selling out during the quarter.
  • Simplicity Wealth sold 921 Lyell Immunopharma shares in Q3 2024, an estimated $26.7K.
  • Simplicity Wealth first reported a position in Lyell Immunopharma in Q1 2024 and held it in 2 quarters.
  • Simplicity Wealth's Lyell Immunopharma position peaked at $57.6K in Q1 2024.
  • 117 funds tracked by Wall St. Rank held Lyell Immunopharma as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.