1WA
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180 Wealth Advisors’s Labcorp LH Stock Holding History

180 Wealth Advisors’s Portfolio LH Stock Details LH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-2,483
Closed -$578K – 387
2022
Q1 		$578K Buy
2,483
+30
+1% +$7.05K 0.13% 155
2021
Q4 		$572K Buy
2,453
+268
+12% +$66.3K 0.13% 157
2021
Q3 		$510K Buy
2,185
+69
+3% +$17.4K 0.11% 171
2021
Q2 		$548K Buy
2,116
+438
+26% +$99.8K 0.13% 157
2021
Q1 		$388K Buy
+1,678
New +$337K 0.1% 207

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Geode Capital Management
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Bank of America
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Dimensional Fund Advisors
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return