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Wealthspan Partners’s Lipocine LPCN Stock Holding History

Wealthspan Partners’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
2023
Q2 		– Sell
-3,835
Closed -$20.7K – 78
2023
Q1 		$20.7K Sell
3,835
-515
-12% -$3.98K 0.02% 72
2022
Q4 		$29.4K Buy
+4,350
New +$31.7K 0.03% 70

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Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WE
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BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 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
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Wealthspan Partners's LPCN Position: Q2 2023 in Review

Wealthspan Partners sold out of Lipocine (LPCN) in Q2 2023, closing a stake of 3,835 shares — an estimated $20.7K sold.

Wealthspan Partners first reported a position in LPCN in Q4 2022 and held it in 2 quarters. The position peaked at $29.4K in Q4 2022. 24 funds tracked by Wall St. Rank hold LPCN as of Q2 2023.

  • Wealthspan Partners reported no remaining Lipocine position as of Q2 2023 after selling out during the quarter.
  • Wealthspan Partners sold 3,835 Lipocine shares in Q2 2023, an estimated $20.7K.
  • Wealthspan Partners first reported a position in Lipocine in Q4 2022 and held it in 2 quarters.
  • Wealthspan Partners's Lipocine position peaked at $29.4K in Q4 2022.
  • 24 funds tracked by Wall St. Rank held Lipocine as of Q2 2023.

Based on Wealthspan Partners's 13F filing for Q2 2023, filed 8 Aug 2023.