BWM
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BerganKDV Wealth Management’s LifeVantage LFVN Stock Holding History

BerganKDV Wealth Management’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
2020
Q3 		– Sell
-143
Closed -$2K – 964
2020
Q2 		$2K Hold
143
– – ﹤0.01% 760
2020
Q1 		$1K Hold
143
– – ﹤0.01% 845
2019
Q4 		$2K Hold
143
– – ﹤0.01% 778
2019
Q3 		$2K Hold
143
– – ﹤0.01% 636
2019
Q2 		$2K Hold
143
– – ﹤0.01% 673
2019
Q1 		$2K Buy
+143
New +$2.08K ﹤0.01% 667

Other funds holding LFVN

Renaissance Technologies
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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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $25.4B AUM 38.46% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

BerganKDV Wealth Management's LFVN Position: Q3 2020 in Review

BerganKDV Wealth Management sold out of LifeVantage (LFVN) in Q3 2020, closing a stake of 143 shares — an estimated $2K sold.

BerganKDV Wealth Management first reported a position in LFVN in Q1 2019 and held it in 6 quarters. The position peaked at $2K in Q2 2020. 89 funds tracked by Wall St. Rank hold LFVN as of Q3 2020.

  • BerganKDV Wealth Management reported no remaining LifeVantage position as of Q3 2020 after selling out during the quarter.
  • BerganKDV Wealth Management sold 143 LifeVantage shares in Q3 2020, an estimated $2K.
  • BerganKDV Wealth Management first reported a position in LifeVantage in Q1 2019 and held it in 6 quarters.
  • BerganKDV Wealth Management's LifeVantage position peaked at $2K in Q2 2020.
  • 89 funds tracked by Wall St. Rank held LifeVantage as of Q3 2020.

Based on BerganKDV Wealth Management's 13F filing for Q3 2020, filed 5 Nov 2020.