SWA
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Sutton Wealth Advisors’s Lipocine LPCN Stock Holding History

Sutton Wealth 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
2021
Q4 		– Sell
-59
Closed -$1.09K – 1683
2021
Q3 		$1.09K Hold
59
– – ﹤0.01% 1236
2021
Q2 		$1.4K Hold
59
– – ﹤0.01% 1200
2021
Q1 		$1.51K Buy
+59
New +$1.7K ﹤0.01% 1170

Other funds holding LPCN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WE
Wealth Effects Boston, Massachusetts $282M AUM 62.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Sutton Wealth Advisors's LPCN Position: Q4 2021 in Review

Sutton Wealth Advisors sold out of Lipocine (LPCN) in Q4 2021, closing a stake of 59 shares — an estimated $1.09K sold.

Sutton Wealth Advisors first reported a position in LPCN in Q1 2021 and held it in 3 quarters. The position peaked at $1.51K in Q1 2021. 39 funds tracked by Wall St. Rank hold LPCN as of Q4 2021.

  • Sutton Wealth Advisors reported no remaining Lipocine position as of Q4 2021 after selling out during the quarter.
  • Sutton Wealth Advisors sold 59 Lipocine shares in Q4 2021, an estimated $1.09K.
  • Sutton Wealth Advisors first reported a position in Lipocine in Q1 2021 and held it in 3 quarters.
  • Sutton Wealth Advisors's Lipocine position peaked at $1.51K in Q1 2021.
  • 39 funds tracked by Wall St. Rank held Lipocine as of Q4 2021.

Based on Sutton Wealth Advisors's 13F filing for Q4 2021, filed 7 Nov 2023.