APA
LKFN icon

American Portfolios Advisors’s Lakeland Financial Corp LKFN Stock Holding History

American Portfolios Advisors’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
2021
Q4 		– Sell
-45
Closed -$3.21K – 3565
2021
Q3 		$3.21K Hold
45
– – ﹤0.01% 3018
2021
Q2 		$2.77K Hold
45
– – ﹤0.01% 3048
2021
Q1 		$3.11K Hold
45
– – ﹤0.01% 2864
2020
Q4 		$2.41K Hold
45
– – ﹤0.01% 2652
2020
Q3 		$1.85K Buy
+45
New +$2.04K ﹤0.01% 2641

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

American Portfolios Advisors's LKFN Position: Q4 2021 in Review

American Portfolios Advisors sold out of Lakeland Financial Corp (LKFN) in Q4 2021, closing a stake of 45 shares — an estimated $3.21K sold.

American Portfolios Advisors first reported a position in LKFN in Q3 2020 and held it in 5 quarters. The position peaked at $3.21K in Q3 2021. 186 funds tracked by Wall St. Rank hold LKFN as of Q4 2021.

  • American Portfolios Advisors reported no remaining Lakeland Financial Corp position as of Q4 2021 after selling out during the quarter.
  • American Portfolios Advisors sold 45 Lakeland Financial Corp shares in Q4 2021, an estimated $3.21K.
  • American Portfolios Advisors first reported a position in Lakeland Financial Corp in Q3 2020 and held it in 5 quarters.
  • American Portfolios Advisors's Lakeland Financial Corp position peaked at $3.21K in Q3 2021.
  • 186 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q4 2021.

Based on American Portfolios Advisors's 13F filing for Q4 2021, filed 21 Mar 2023.