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Sowell Financial Services’s Lipocine LPCN Stock Holding History

Sowell Financial Services’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
2020
Q3 		– Sell
-59
Closed -$1K – 2638
2020
Q2 		$1K Hold
59
– – ﹤0.01% 2332
2020
Q1 		$0 Hold
59
– – ﹤0.01% 2581
2019
Q4 		$0 Hold
59
– – ﹤0.01% 2596
2019
Q3 		$3K Buy
+59
New +$2.37K ﹤0.01% 1944
2017
Q1 		– Sell
-59
Closed -$4K – 433
2016
Q4 		$4K Buy
+59
New +$3.73K ﹤0.01% 552

Other funds holding LPCN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SM
Sabby Management Miami Beach, Florida $111M AUM 74.4% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return

Sowell Financial Services's LPCN Position: Q3 2020 in Review

Sowell Financial Services sold out of Lipocine (LPCN) in Q3 2020, closing a stake of 59 shares — an estimated $1K sold.

Sowell Financial Services first reported a position in LPCN in Q4 2016 and held it in 5 quarters. The position peaked at $4K in Q4 2016. 29 funds tracked by Wall St. Rank hold LPCN as of Q3 2020.

  • Sowell Financial Services reported no remaining Lipocine position as of Q3 2020 after selling out during the quarter.
  • Sowell Financial Services sold 59 Lipocine shares in Q3 2020, an estimated $1K.
  • Sowell Financial Services first reported a position in Lipocine in Q4 2016 and held it in 5 quarters.
  • Sowell Financial Services's Lipocine position peaked at $4K in Q4 2016.
  • 29 funds tracked by Wall St. Rank held Lipocine as of Q3 2020.

Based on Sowell Financial Services's 13F filing for Q3 2020, filed 12 Nov 2020.