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Arete Wealth Advisors’s Louisiana-Pacific LPX Stock Holding History

Arete Wealth Advisors’s Portfolio LPX Stock Details LPX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-8,539
Closed -$472K – 761
2023
Q3 		$472K Buy
+8,539
New +$561K 0.08% 246
2022
Q4 		– Sell
-4,588
Closed -$235K – 676
2022
Q3 		$235K Buy
+4,588
New +$261K 0.02% 480

Other funds holding LPX

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Arete Wealth Advisors's LPX Position: Q4 2023 in Review

Arete Wealth Advisors sold out of Louisiana-Pacific (LPX) in Q4 2023, closing a stake of 8,539 shares — an estimated $472K sold.

Arete Wealth Advisors first reported a position in LPX in Q3 2022 and held it in 2 quarters. The position peaked at $472K in Q3 2023. 384 funds tracked by Wall St. Rank hold LPX as of Q4 2023.

  • Arete Wealth Advisors reported no remaining Louisiana-Pacific position as of Q4 2023 after selling out during the quarter.
  • Arete Wealth Advisors sold 8,539 Louisiana-Pacific shares in Q4 2023, an estimated $472K.
  • Arete Wealth Advisors first reported a position in Louisiana-Pacific in Q3 2022 and held it in 2 quarters.
  • Arete Wealth Advisors's Louisiana-Pacific position peaked at $472K in Q3 2023.
  • 384 funds tracked by Wall St. Rank held Louisiana-Pacific as of Q4 2023.

Based on Arete Wealth Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.