AE Wealth Management’s LifeVantage LFVN Stock Holding History

AE Wealth Management’s Portfolio LFVN Stock Details LFVN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-10,116	Closed	-$74K	–	1683
2021 Q2	$74K	Buy	+10,116	New	+$82.6K	﹤0.01%	1536

Other funds holding LFVN

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Globeflex Capital San Diego, California $661M AUM 50.59% 1-Year Est. Return

AE Wealth Management's LFVN Position: Q3 2021 in Review

AE Wealth Management sold out of LifeVantage (LFVN) in Q3 2021, closing a stake of 10,116 shares — an estimated $74K sold.

AE Wealth Management first reported a position in LFVN in Q2 2021 and held it in 1 quarter. The position peaked at $74K in Q2 2021. 60 funds tracked by Wall St. Rank hold LFVN as of Q3 2021.

AE Wealth Management reported no remaining LifeVantage position as of Q3 2021 after selling out during the quarter.
AE Wealth Management sold 10,116 LifeVantage shares in Q3 2021, an estimated $74K.
AE Wealth Management first reported a position in LifeVantage in Q2 2021 and held it in 1 quarter.
AE Wealth Management's LifeVantage position peaked at $74K in Q2 2021.
60 funds tracked by Wall St. Rank held LifeVantage as of Q3 2021.

Based on AE Wealth Management's 13F filing for Q3 2021, filed 1 Nov 2021.