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

USAdvisors 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
2023
Q4 		– Sell
-10,869
Closed -$12K – 130
2023
Q3 		$12K Hold
10,869
– – 0.01% 105
2023
Q2 		$15K Hold
10,869
– – 0.01% 103
2023
Q1 		$16K Hold
10,869
– – 0.01% 114
2022
Q4 		$13K Hold
10,869
– – 0.01% 109
2022
Q3 		$12K Buy
+10,869
New +$16K 0.01% 114
2022
Q2 		– Sell
-10,869
Closed -$17K – 114
2022
Q1 		$17K Buy
+10,869
New +$16.9K 0.01% 125

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RA
Raffles Associates New York $117M AUM 22.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PGP
Prescott General Partners Boca Raton, Florida $1.96B AUM 58.65% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

USAdvisors Wealth Management's LCTX Position: Q4 2023 in Review

USAdvisors Wealth Management sold out of Lineage Cell Therapeutics (LCTX) in Q4 2023, closing a stake of 10,869 shares — an estimated $12K sold.

USAdvisors Wealth Management first reported a position in LCTX in Q1 2022 and held it in 6 quarters. The position peaked at $17K in Q1 2022. 115 funds tracked by Wall St. Rank hold LCTX as of Q4 2023.

  • USAdvisors Wealth Management reported no remaining Lineage Cell Therapeutics position as of Q4 2023 after selling out during the quarter.
  • USAdvisors Wealth Management sold 10,869 Lineage Cell Therapeutics shares in Q4 2023, an estimated $12K.
  • USAdvisors Wealth Management first reported a position in Lineage Cell Therapeutics in Q1 2022 and held it in 6 quarters.
  • USAdvisors Wealth Management's Lineage Cell Therapeutics position peaked at $17K in Q1 2022.
  • 115 funds tracked by Wall St. Rank held Lineage Cell Therapeutics as of Q4 2023.

Based on USAdvisors Wealth Management's 13F filing for Q4 2023, filed 12 Feb 2024.