BWP
LPTV

Bernardo Wealth Planning’s Loop Media, Inc. LPTV Stock Holding History

Bernardo Wealth Planning’s Portfolio LPTV Stock Details LPTV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-48,383
Closed -$4.89K – 117
2024
Q2 		$4.89K Hold
48,383
– – ﹤0.01% 104
2024
Q1 		$17.7K Hold
48,383
– – ﹤0.01% 106
2023
Q4 		$48.4K Hold
48,383
– – 0.02% 87
2023
Q3 		$24K Buy
48,383
+22,060
+84% +$35.5K 0.01% 83
2023
Q2 		$62.9K Buy
+26,323
New +$103K 0.03% 89
2023
Q1 		– Sell
-28,831
Closed -$191K – 94
2022
Q4 		$191K Buy
+28,831
New +$136K 0.09% 84

Other funds holding LPTV

TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
AIC
Archer Investment Corporation Carmel, Indiana $522M AUM 26.29% 1-Year Est. Return
FRA
FFG Retirement Advisors Centennial, Colorado $189M AUM 16.39% 1-Year Est. Return
RBC
Romano Brothers & Co Evanston, Illinois $994M AUM 41.36% 1-Year Est. Return

Bernardo Wealth Planning's LPTV Position: Q3 2024 in Review

Bernardo Wealth Planning sold out of Loop Media, Inc. (LPTV) in Q3 2024, closing a stake of 48,383 shares — an estimated $4.89K sold.

Bernardo Wealth Planning first reported a position in LPTV in Q4 2022 and held it in 6 quarters. The position peaked at $191K in Q4 2022. 4 funds tracked by Wall St. Rank hold LPTV as of Q3 2024.

  • Bernardo Wealth Planning reported no remaining Loop Media, Inc. position as of Q3 2024 after selling out during the quarter.
  • Bernardo Wealth Planning sold 48,383 Loop Media, Inc. shares in Q3 2024, an estimated $4.89K.
  • Bernardo Wealth Planning first reported a position in Loop Media, Inc. in Q4 2022 and held it in 6 quarters.
  • Bernardo Wealth Planning's Loop Media, Inc. position peaked at $191K in Q4 2022.
  • 4 funds tracked by Wall St. Rank held Loop Media, Inc. as of Q3 2024.

Based on Bernardo Wealth Planning's 13F filing for Q3 2024, filed 18 Oct 2024.