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Capital Analysts LLC’s LifeVantage LFVN Stock Holding History

Capital Analysts 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
2020
Q4 		– Sell
-103
Closed -$1K – 775
2020
Q3 		$1K Hold
103
– – ﹤0.01% 733
2020
Q2 		$1K Hold
103
– – ﹤0.01% 683
2020
Q1 		$1K Hold
103
– – ﹤0.01% 662
2019
Q4 		$2K Hold
103
– – ﹤0.01% 672
2019
Q3 		$1K Hold
103
– – ﹤0.01% 674
2019
Q2 		$1K Hold
103
– – ﹤0.01% 661
2019
Q1 		$1K Buy
+103
New +$1.5K ﹤0.01% 633

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital Analysts LLC's LFVN Position: Q4 2020 in Review

Capital Analysts LLC sold out of LifeVantage (LFVN) in Q4 2020, closing a stake of 103 shares — an estimated $1K sold.

Capital Analysts LLC first reported a position in LFVN in Q1 2019 and held it in 7 quarters. The position peaked at $2K in Q4 2019. 89 funds tracked by Wall St. Rank hold LFVN as of Q4 2020.

  • Capital Analysts LLC reported no remaining LifeVantage position as of Q4 2020 after selling out during the quarter.
  • Capital Analysts LLC sold 103 LifeVantage shares in Q4 2020, an estimated $1K.
  • Capital Analysts LLC first reported a position in LifeVantage in Q1 2019 and held it in 7 quarters.
  • Capital Analysts LLC's LifeVantage position peaked at $2K in Q4 2019.
  • 89 funds tracked by Wall St. Rank held LifeVantage as of Q4 2020.

Based on Capital Analysts LLC's 13F filing for Q4 2020, filed 16 Feb 2021.