Avantax Planning Partners’s LoveSac LOVE Stock Holding History

Avantax Planning Partners’s Portfolio LOVE Stock Details LOVE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-7,290	Closed	-$211K	–	381
2023 Q1	$211K	Buy	+7,290	New	+$192K	0.01%	350
2022 Q2	–	Sell	-6,090	Closed	-$329K	–	361
2022 Q1	$329K	Hold	6,090	–	–	0.01%	265
2021 Q4	$404K	Buy	+6,090	New	+$446K	0.02%	236

Other funds holding LOVE

GIM

Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return

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

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Avantax Planning Partners's LOVE Position: Q2 2023 in Review

Avantax Planning Partners sold out of LoveSac (LOVE) in Q2 2023, closing a stake of 7,290 shares — an estimated $211K sold.

Avantax Planning Partners first reported a position in LOVE in Q4 2021 and held it in 3 quarters. The position peaked at $404K in Q4 2021. 119 funds tracked by Wall St. Rank hold LOVE as of Q2 2023.

Avantax Planning Partners reported no remaining LoveSac position as of Q2 2023 after selling out during the quarter.
Avantax Planning Partners sold 7,290 LoveSac shares in Q2 2023, an estimated $211K.
Avantax Planning Partners first reported a position in LoveSac in Q4 2021 and held it in 3 quarters.
Avantax Planning Partners's LoveSac position peaked at $404K in Q4 2021.
119 funds tracked by Wall St. Rank held LoveSac as of Q2 2023.

Based on Avantax Planning Partners's 13F filing for Q2 2023, filed 18 Jul 2023.