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AE Wealth Management’s Lakeland Financial Corp LKFN Stock Holding History

AE Wealth Management’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
2023
Q2 		– Sell
-8,707
Closed -$545K – 1993
2023
Q1 		$545K Buy
8,707
+1,509
+21% +$105K ﹤0.01% 1310
2022
Q4 		$525K Buy
7,198
+544
+8% +$41.7K ﹤0.01% 1295
2022
Q3 		$484K Buy
+6,654
New +$496K ﹤0.01% 1283

Other funds holding LKFN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AE Wealth Management's LKFN Position: Q2 2023 in Review

AE Wealth Management sold out of Lakeland Financial Corp (LKFN) in Q2 2023, closing a stake of 8,707 shares — an estimated $545K sold.

AE Wealth Management first reported a position in LKFN in Q3 2022 and held it in 3 quarters. The position peaked at $545K in Q1 2023. 197 funds tracked by Wall St. Rank hold LKFN as of Q2 2023.

  • AE Wealth Management reported no remaining Lakeland Financial Corp position as of Q2 2023 after selling out during the quarter.
  • AE Wealth Management sold 8,707 Lakeland Financial Corp shares in Q2 2023, an estimated $545K.
  • AE Wealth Management first reported a position in Lakeland Financial Corp in Q3 2022 and held it in 3 quarters.
  • AE Wealth Management's Lakeland Financial Corp position peaked at $545K in Q1 2023.
  • 197 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q2 2023.

Based on AE Wealth Management's 13F filing for Q2 2023, filed 10 Jul 2023.