ACG Wealth’s Lakeland Financial Corp LKFN Stock Holding History

ACG Wealth’s Portfolio LKFN Stock Details LKFN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-4,142	Closed	-$332K	–	312
2021 Q4	$332K	Hold	4,142	–	–	0.05%	255
2021 Q3	$295K	Hold	4,142	–	–	0.04%	251
2021 Q2	$255K	Hold	4,142	–	–	0.03%	272
2021 Q1	$287K	Hold	4,142	–	–	0.04%	255
2020 Q4	$222K	Buy	+4,142	New	+$210K	0.03%	278
2020 Q1	–	Sell	-5,142	Closed	-$252K	–	310
2019 Q4	$252K	Hold	5,142	–	–	0.04%	287
2019 Q3	$226K	Hold	5,142	–	–	0.03%	295
2019 Q2	$241K	Hold	5,142	–	–	0.03%	304
2019 Q1	$233K	Buy	+5,142	New	+$234K	0.03%	296
2017 Q3	–	Sell	-6,256	Closed	-$287K	–	312
2017 Q2	$287K	Hold	6,256	–	–	0.05%	242
2017 Q1	$270K	Hold	6,256	–	–	0.05%	227
2016 Q4	$296K	Hold	6,256	–	–	0.06%	184
2016 Q3	$222K	Buy	+6,256	New	+$216K	0.05%	209

Other funds holding LKFN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

ACG Wealth's LKFN Position: Q1 2022 in Review

ACG Wealth sold out of Lakeland Financial Corp (LKFN) in Q1 2022, closing a stake of 4,142 shares — an estimated $332K sold.

ACG Wealth first reported a position in LKFN in Q3 2016 and held it in 13 quarters. The position peaked at $332K in Q4 2021. 201 funds tracked by Wall St. Rank hold LKFN as of Q1 2022.

ACG Wealth reported no remaining Lakeland Financial Corp position as of Q1 2022 after selling out during the quarter.
ACG Wealth sold 4,142 Lakeland Financial Corp shares in Q1 2022, an estimated $332K.
ACG Wealth first reported a position in Lakeland Financial Corp in Q3 2016 and held it in 13 quarters.
ACG Wealth's Lakeland Financial Corp position peaked at $332K in Q4 2021.
201 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q1 2022.

Based on ACG Wealth's 13F filing for Q1 2022, filed 7 Apr 2022.