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Straight Path Wealth Management’s Lineage Cell Therapeutics LCTX Stock Holding History

Straight Path 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
2024
Q4 		– Sell
-16,200
Closed -$14.7K – 98
2024
Q3 		$14.7K Hold
16,200
– – 0.01% 98
2024
Q2 		$16.2K Hold
16,200
– – 0.01% 96
2024
Q1 		$24K Hold
16,200
– – 0.01% 90
2023
Q4 		$17.7K Hold
16,200
– – 0.01% 90
2023
Q3 		$19.1K Hold
16,200
– – 0.01% 80
2023
Q2 		$22.8K Hold
16,200
– – 0.02% 77
2023
Q1 		$24.3K Hold
16,200
– – 0.02% 73
2022
Q4 		$19K Hold
16,200
– – 0.02% 71
2022
Q3 		$18K Hold
16,200
– – 0.02% 73
2022
Q2 		$26K Hold
16,200
– – 0.03% 72
2022
Q1 		$25K Hold
16,200
– – 0.02% 69
2021
Q4 		$40K Buy
+16,200
New +$37.9K 0.03% 77

Other funds holding LCTX

BC
Broadwood Capital New York $1.42B AUM 34.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PA
Perceptive Advisors New York $5.06B AUM 314.02% 1-Year Est. Return
DC
Defender Capital Charlotte, North Carolina $308M AUM 4.52% 1-Year Est. Return
RA
Raffles Associates New York $115M AUM 35.69% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.3B AUM 33.54% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DCM
DAFNA Capital Management Los Angeles, California $440M AUM 109.12% 1-Year Est. Return