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Wipfli Financial Advisors’s Lineage Cell Therapeutics LCTX Stock Holding History

Wipfli Financial Advisors’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
2022
Q3 		$6K Buy
+5,000
New +$7.34K ﹤0.01% 2027

Other funds holding LCTX

BC
Broadwood Capital New York $1.91B AUM 44.39% 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 $319M AUM 12.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LCM
Laurion Capital Management New York $3.9B AUM 75.03% 1-Year Est. Return
RA
Raffles Associates New York $117M AUM 22.1% 1-Year Est. Return
PGP
Prescott General Partners Boca Raton, Florida $1.96B AUM 58.65% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

Wipfli Financial Advisors's LCTX Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Lineage Cell Therapeutics (LCTX) in Q3 2022: 5,000 shares worth $6K. The stake represents ﹤0.01% of the portfolio and ranks #2027 among its holdings.

105 funds tracked by Wall St. Rank hold LCTX as of Q3 2022.

  • Wipfli Financial Advisors held 5,000 shares of Lineage Cell Therapeutics worth $6K as of Q3 2022.
  • Lineage Cell Therapeutics was a new Wipfli Financial Advisors position in Q3 2022.
  • Lineage Cell Therapeutics made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #2027 holding.
  • 105 funds tracked by Wall St. Rank held Lineage Cell Therapeutics as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.