Amplius Wealth Advisors’s Labcorp LH Stock Holding History

Amplius Wealth Advisors’s Portfolio LH Stock Details LH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-56	Closed	-$15K	–	573
2021 Q4	$15K	Buy	+56	New	+$13.9K	﹤0.01%	519

Other funds holding LH

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Amplius Wealth Advisors's LH Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of Labcorp (LH) in Q1 2022, closing a stake of 56 shares — an estimated $15K sold.

Amplius Wealth Advisors first reported a position in LH in Q4 2021 and held it in 1 quarter. The position peaked at $15K in Q4 2021. 1,033 funds tracked by Wall St. Rank hold LH as of Q1 2022.

Amplius Wealth Advisors reported no remaining Labcorp position as of Q1 2022 after selling out during the quarter.
Amplius Wealth Advisors sold 56 Labcorp shares in Q1 2022, an estimated $15K.
Amplius Wealth Advisors first reported a position in Labcorp in Q4 2021 and held it in 1 quarter.
Amplius Wealth Advisors's Labcorp position peaked at $15K in Q4 2021.
1,033 funds tracked by Wall St. Rank held Labcorp as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.