Beacon Pointe Advisors’s Lakeland Bancorp Inc LBAI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-15,041
Closed -$182K 1406
2024
Q1
$182K Buy
15,041
+329
+2% +$4.22K ﹤0.01% 1280
2023
Q4
$218K Buy
14,712
+165
+1% +$2.11K ﹤0.01% 1192
2023
Q3
$184K Buy
+14,547
New +$201K ﹤0.01% 1248
2022
Q1
Sell
-13,673
Closed -$260K 1242
2021
Q4
$260K Buy
+13,673
New +$251K 0.01% 785
2021
Q3
Sell
-13,465
Closed -$235K 985
2021
Q2
$235K Buy
+13,465
New +$244K 0.01% 741
2021
Q1
Sell
-13,258
Closed -$168K 586
2020
Q4
$168K Buy
+13,258
New +$156K 0.01% 488
2020
Q3
Sell
-16,701
Closed -$191K 442
2020
Q2
$191K Buy
+16,701
New +$180K 0.02% 378

Beacon Pointe Advisors's LBAI Position: Q2 2024 in Review

Beacon Pointe Advisors sold out of Lakeland Bancorp Inc (LBAI) in Q2 2024, closing a stake of 15,041 shares — an estimated $182K sold.

Beacon Pointe Advisors first reported a position in LBAI in Q2 2020 and held it in 7 quarters. The position peaked at $260K in Q4 2021. 0 funds tracked by Wall St. Rank hold LBAI as of Q2 2024.

  • Beacon Pointe Advisors reported no remaining Lakeland Bancorp Inc position as of Q2 2024 after selling out during the quarter.
  • Beacon Pointe Advisors sold 15,041 Lakeland Bancorp Inc shares in Q2 2024, an estimated $182K.
  • Beacon Pointe Advisors first reported a position in Lakeland Bancorp Inc in Q2 2020 and held it in 7 quarters.
  • Beacon Pointe Advisors's Lakeland Bancorp Inc position peaked at $260K in Q4 2021.
  • 0 funds tracked by Wall St. Rank held Lakeland Bancorp Inc as of Q2 2024.

Based on Beacon Pointe Advisors's 13F filing for Q2 2024, filed 12 Aug 2024.