AWM
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Avior Wealth Management’s Lifestance Health LFST Stock Holding History

Avior Wealth Management’s Portfolio LFST Stock Details LFST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-22
Closed -$135 – 3065
2024
Q1 		$135 Buy
+22
New +$148 ﹤0.01% 3052

Other funds holding LFST

TGA
TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SP
Summit Partners Boston, Massachusetts $670M AUM 6.71% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
RSCM
Rock Springs Capital Management Baltimore, Maryland $1.7B AUM 93.03% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Avior Wealth Management's LFST Position: Q2 2024 in Review

Avior Wealth Management sold out of Lifestance Health (LFST) in Q2 2024, closing a stake of 22 shares — an estimated $135 sold.

Avior Wealth Management first reported a position in LFST in Q1 2024 and held it in 1 quarter. The position peaked at $135 in Q1 2024. 133 funds tracked by Wall St. Rank hold LFST as of Q2 2024.

  • Avior Wealth Management reported no remaining Lifestance Health position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 22 Lifestance Health shares in Q2 2024, an estimated $135.
  • Avior Wealth Management first reported a position in Lifestance Health in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's Lifestance Health position peaked at $135 in Q1 2024.
  • 133 funds tracked by Wall St. Rank held Lifestance Health as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.