Bank of Montreal
LFVN icon

Bank of Montreal’s LifeVantage LFVN Stock Holding History

Bank of Montreal’s Portfolio LFVN Stock Details LFVN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-8,858
Closed -$81K – 4367
2021
Q1 		$81K Buy
8,858
+6,695
+310% +$62.5K ﹤0.01% 3489
2020
Q4 		$21K Buy
2,163
+1,527
+240% +$17.1K ﹤0.01% 4398
2020
Q3 		$8K Sell
636
-493
-44% -$6.66K ﹤0.01% 4230
2020
Q2 		$14K Buy
+1,129
New +$15.7K ﹤0.01% 4011
2020
Q1 		– Sell
-1,733
Closed -$27K – 4416
2019
Q4 		$27K Buy
1,733
+527
+44% +$7.75K ﹤0.01% 4140
2019
Q3 		$17K Buy
1,206
+40
+3% +$488 ﹤0.01% 4174
2019
Q2 		$15K Buy
+1,166
New +$13.9K ﹤0.01% 4338
2017
Q4 		– Sell
-400
Closed -$2K – 4255
2017
Q3 		$2K Hold
400
– – ﹤0.01% 4035
2017
Q2 		$2K Hold
400
– – ﹤0.01% 4027
2017
Q1 		$2K Hold
400
– – ﹤0.01% 3832
2016
Q4 		$3K Hold
400
– – ﹤0.01% 3829
2016
Q3 		$4K Hold
400
– – ﹤0.01% 3760
2016
Q2 		$5K Buy
+400
New +$4.54K ﹤0.01% 3731
2014
Q3 		– Sell
-366
Closed -$4K – 4226
2014
Q2 		$4K Buy
+366
New +$3.47K ﹤0.01% 4257

Other funds holding LFVN

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $25.4B AUM 38.46% 1-Year Est. Return
GC
Globeflex Capital San Diego, California $661M AUM 50.59% 1-Year Est. Return

Bank of Montreal's LFVN Position: Q2 2021 in Review

Bank of Montreal sold out of LifeVantage (LFVN) in Q2 2021, closing a stake of 8,858 shares — an estimated $81K sold.

Bank of Montreal first reported a position in LFVN in Q2 2014 and held it in 14 quarters. The position peaked at $81K in Q1 2021. 76 funds tracked by Wall St. Rank hold LFVN as of Q2 2021.

  • Bank of Montreal reported no remaining LifeVantage position as of Q2 2021 after selling out during the quarter.
  • Bank of Montreal sold 8,858 LifeVantage shares in Q2 2021, an estimated $81K.
  • Bank of Montreal first reported a position in LifeVantage in Q2 2014 and held it in 14 quarters.
  • Bank of Montreal's LifeVantage position peaked at $81K in Q1 2021.
  • 76 funds tracked by Wall St. Rank held LifeVantage as of Q2 2021.

Based on Bank of Montreal's 13F filing for Q2 2021, filed 12 Aug 2021.