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Bogart Wealth LLC’s LifeVantage LFVN Stock Holding History

Bogart Wealth LLC’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
2024
Q3 		– Sell
-250
Closed -$1.6K – 1147
2024
Q2 		$1.6K Hold
250
– – ﹤0.01% 959
2024
Q1 		$1.51K Hold
250
– – ﹤0.01% 936
2023
Q4 		$1.5K Hold
250
– – ﹤0.01% 924
2023
Q3 		$1.61K Buy
+250
New +$1.4K ﹤0.01% 908

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
CM
Capital Management Glen Allen, Virginia $585M AUM 5.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

Bogart Wealth LLC's LFVN Position: Q3 2024 in Review

Bogart Wealth LLC sold out of LifeVantage (LFVN) in Q3 2024, closing a stake of 250 shares — an estimated $1.6K sold.

Bogart Wealth LLC first reported a position in LFVN in Q3 2023 and held it in 4 quarters. The position peaked at $1.61K in Q3 2023. 69 funds tracked by Wall St. Rank hold LFVN as of Q3 2024.

  • Bogart Wealth LLC reported no remaining LifeVantage position as of Q3 2024 after selling out during the quarter.
  • Bogart Wealth LLC sold 250 LifeVantage shares in Q3 2024, an estimated $1.6K.
  • Bogart Wealth LLC first reported a position in LifeVantage in Q3 2023 and held it in 4 quarters.
  • Bogart Wealth LLC's LifeVantage position peaked at $1.61K in Q3 2023.
  • 69 funds tracked by Wall St. Rank held LifeVantage as of Q3 2024.

Based on Bogart Wealth LLC's 13F filing for Q3 2024, filed 23 Oct 2024.