AF
LBAI

Allworth Financial’s Lakeland Bancorp Inc LBAI Stock Holding History

Allworth Financial’s Portfolio LBAI Stock Details LBAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-121
Closed -$1.79K – 3700
2023
Q4 		$1.79K Buy
121
+94
+348% +$1.2K ﹤0.01% 2720
2023
Q3 		$341 Buy
+27
New +$374 ﹤0.01% 3135
2023
Q2 		– Sell
-191
Closed -$2.99K – 3415
2023
Q1 		$2.99K Hold
191
– – ﹤0.01% 2241
2022
Q4 		$3.36K Hold
191
– – ﹤0.01% 2048
2022
Q3 		$3K Buy
+191
New +$3.04K ﹤0.01% 2081
2022
Q2 		– Sell
-1,426
Closed -$24K – 2914
2022
Q1 		$24K Buy
1,426
+1,397
+4,817% +$25.8K ﹤0.01% 1189
2021
Q4 		$1K Buy
+29
New +$533 ﹤0.01% 1881

Other funds holding LBAI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Allworth Financial's LBAI Position: Q1 2024 in Review

Allworth Financial sold out of Lakeland Bancorp Inc (LBAI) in Q1 2024, closing a stake of 121 shares — an estimated $1.79K sold.

Allworth Financial first reported a position in LBAI in Q4 2021 and held it in 7 quarters. The position peaked at $24K in Q1 2022. 175 funds tracked by Wall St. Rank hold LBAI as of Q1 2024.

  • Allworth Financial reported no remaining Lakeland Bancorp Inc position as of Q1 2024 after selling out during the quarter.
  • Allworth Financial sold 121 Lakeland Bancorp Inc shares in Q1 2024, an estimated $1.79K.
  • Allworth Financial first reported a position in Lakeland Bancorp Inc in Q4 2021 and held it in 7 quarters.
  • Allworth Financial's Lakeland Bancorp Inc position peaked at $24K in Q1 2022.
  • 175 funds tracked by Wall St. Rank held Lakeland Bancorp Inc as of Q1 2024.

Based on Allworth Financial's 13F filing for Q1 2024, filed 25 Apr 2024.