WE
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Wealth Effects’s Lipocine LPCN Stock Holding History

Wealth Effects’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
2024
Q1 		– Sell
-14,639
Closed -$40.8K – 224
2023
Q4 		$40.8K Sell
14,639
-4,122
-22% -$10.9K 0.02% 224
2023
Q3 		$55.9K Sell
18,761
-10,512
-36% -$44.2K 0.03% 189
2023
Q2 		$148K Sell
29,273
-15,237
-34% -$71.7K 0.06% 184
2023
Q1 		$241K Sell
44,510
-24,833
-36% -$192K 0.12% 157
2022
Q4 		$469K Sell
69,343
-2,177
-3% -$15.9K 0.27% 87
2022
Q3 		$547K Sell
71,520
-15,558
-18% -$174K 0.33% 70
2022
Q2 		$1.19M Sell
87,078
-618
-0.7% -$9.63K 0.71% 35
2022
Q1 		$2.04M Buy
87,696
+82
+0.1% +$1.72K 0.95% 21
2021
Q4 		$1.48M Buy
+87,614
New +$1.63M 0.61% 39

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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CSC
Caldwell Sutter Capital Sausalito, California $246M AUM 23.62% 1-Year Est. Return

Wealth Effects's LPCN Position: Q1 2024 in Review

Wealth Effects sold out of Lipocine (LPCN) in Q1 2024, closing a stake of 14,639 shares — an estimated $40.8K sold.

Wealth Effects first reported a position in LPCN in Q4 2021 and held it in 9 quarters. The position peaked at $2.04M in Q1 2022. 18 funds tracked by Wall St. Rank hold LPCN as of Q1 2024.

  • Wealth Effects reported no remaining Lipocine position as of Q1 2024 after selling out during the quarter.
  • Wealth Effects sold 14,639 Lipocine shares in Q1 2024, an estimated $40.8K.
  • Wealth Effects first reported a position in Lipocine in Q4 2021 and held it in 9 quarters.
  • Wealth Effects's Lipocine position peaked at $2.04M in Q1 2022.
  • 18 funds tracked by Wall St. Rank held Lipocine as of Q1 2024.

Based on Wealth Effects's 13F filing for Q1 2024, filed 22 Apr 2024.