AAS
LBAI

Avantax Advisory Services’s Lakeland Bancorp Inc LBAI Stock Holding History

Avantax Advisory Services’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
2023
Q4 		– Sell
-15,074
Closed -$190K – 1687
2023
Q3 		$190K Buy
+15,074
New +$209K ﹤0.01% 1438

Other funds holding LBAI

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Avantax Advisory Services's LBAI Position: Q4 2023 in Review

Avantax Advisory Services sold out of Lakeland Bancorp Inc (LBAI) in Q4 2023, closing a stake of 15,074 shares — an estimated $190K sold.

Avantax Advisory Services first reported a position in LBAI in Q3 2023 and held it in 1 quarter. The position peaked at $190K in Q3 2023. 174 funds tracked by Wall St. Rank hold LBAI as of Q4 2023.

  • Avantax Advisory Services reported no remaining Lakeland Bancorp Inc position as of Q4 2023 after selling out during the quarter.
  • Avantax Advisory Services sold 15,074 Lakeland Bancorp Inc shares in Q4 2023, an estimated $190K.
  • Avantax Advisory Services first reported a position in Lakeland Bancorp Inc in Q3 2023 and held it in 1 quarter.
  • Avantax Advisory Services's Lakeland Bancorp Inc position peaked at $190K in Q3 2023.
  • 174 funds tracked by Wall St. Rank held Lakeland Bancorp Inc as of Q4 2023.

Based on Avantax Advisory Services's 13F filing for Q4 2023, filed 7 Feb 2024.