CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Laird Superfood LSF Stock Holding History

CAPTRUST Financial Advisors’s Portfolio LSF Stock Details LSF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-1,613
Closed -$3K – 3190
2022
Q2 		$3K Sell
1,613
-52
-3% -$142 ﹤0.01% 4309
2022
Q1 		$6K Buy
1,665
+1,345
+420% +$9.15K ﹤0.01% 4078
2021
Q4 		$4K Buy
320
+308
+2,567% +$4.76K ﹤0.01% 4178
2021
Q3 		$0 Buy
+12
New +$276 ﹤0.01% 4712

Other funds holding LSF

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BC
Birchview Capital Burlington, Vermont $176M AUM 95.04% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
E
Ergoteles New York $68.2M AUM 36.16% 1-Year Est. Return

CAPTRUST Financial Advisors's LSF Position: Q3 2022 in Review

CAPTRUST Financial Advisors sold out of Laird Superfood (LSF) in Q3 2022, closing a stake of 1,613 shares — an estimated $3K sold.

CAPTRUST Financial Advisors first reported a position in LSF in Q3 2021 and held it in 4 quarters. The position peaked at $6K in Q1 2022. 32 funds tracked by Wall St. Rank hold LSF as of Q3 2022.

  • CAPTRUST Financial Advisors reported no remaining Laird Superfood position as of Q3 2022 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 1,613 Laird Superfood shares in Q3 2022, an estimated $3K.
  • CAPTRUST Financial Advisors first reported a position in Laird Superfood in Q3 2021 and held it in 4 quarters.
  • CAPTRUST Financial Advisors's Laird Superfood position peaked at $6K in Q1 2022.
  • 32 funds tracked by Wall St. Rank held Laird Superfood as of Q3 2022.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2022, filed 16 Nov 2022.