CAAS
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Capital Asset Advisory Services’s Lightspeed Commerce LSPD Stock Holding History

Capital Asset Advisory Services’s Portfolio LSPD Stock Details LSPD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-4,977
Closed -$480K – 661
2021
Q3 		$480K Buy
+4,977
New +$494K 0.05% 270

Other funds holding LSPD

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Capital Asset Advisory Services's LSPD Position: Q4 2021 in Review

Capital Asset Advisory Services sold out of Lightspeed Commerce (LSPD) in Q4 2021, closing a stake of 4,977 shares — an estimated $480K sold.

Capital Asset Advisory Services first reported a position in LSPD in Q3 2021 and held it in 1 quarter. The position peaked at $480K in Q3 2021. 188 funds tracked by Wall St. Rank hold LSPD as of Q4 2021.

  • Capital Asset Advisory Services reported no remaining Lightspeed Commerce position as of Q4 2021 after selling out during the quarter.
  • Capital Asset Advisory Services sold 4,977 Lightspeed Commerce shares in Q4 2021, an estimated $480K.
  • Capital Asset Advisory Services first reported a position in Lightspeed Commerce in Q3 2021 and held it in 1 quarter.
  • Capital Asset Advisory Services's Lightspeed Commerce position peaked at $480K in Q3 2021.
  • 188 funds tracked by Wall St. Rank held Lightspeed Commerce as of Q4 2021.

Based on Capital Asset Advisory Services's 13F filing for Q4 2021, filed 4 Feb 2022.