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Capital Performance Advisors’s LifeMD LFMD Stock Holding History

Capital Performance Advisors’s Portfolio LFMD Stock Details LFMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-872
Closed -$4.57K – 1535
2024
Q3 		$4.57K Buy
+872
New +$5.03K ﹤0.01% 1152

Other funds holding LFMD

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
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Capital Performance Advisors's LFMD Position: Q4 2024 in Review

Capital Performance Advisors sold out of LifeMD (LFMD) in Q4 2024, closing a stake of 872 shares — an estimated $4.57K sold.

Capital Performance Advisors first reported a position in LFMD in Q3 2024 and held it in 1 quarter. The position peaked at $4.57K in Q3 2024. 106 funds tracked by Wall St. Rank hold LFMD as of Q4 2024.

  • Capital Performance Advisors reported no remaining LifeMD position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 872 LifeMD shares in Q4 2024, an estimated $4.57K.
  • Capital Performance Advisors first reported a position in LifeMD in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's LifeMD position peaked at $4.57K in Q3 2024.
  • 106 funds tracked by Wall St. Rank held LifeMD as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.