Carlsbad Wealth Advisory Group’s LifeVantage LFVN Stock Holding History

Carlsbad Wealth Advisory Group’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
2023 Q2	$63.4K	Buy	+14,573	New	+$60.2K	0.04%	44

Other funds holding LFVN

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

WMR

Wealth Management Resources Smithfield, Rhode Island $287M AUM 10.6% 1-Year Est. Return

PCM

Perkins Capital Management Wayzata, Minnesota $107M AUM 82.62% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Carlsbad Wealth Advisory Group's LFVN Position: Q2 2023 in Review

Carlsbad Wealth Advisory Group opened a new position in LifeVantage (LFVN) in Q2 2023: 14,573 shares worth $63.4K. The stake represents 0.04% of the portfolio and ranks #44 among its holdings.

48 funds tracked by Wall St. Rank hold LFVN as of Q2 2023.

Carlsbad Wealth Advisory Group held 14,573 shares of LifeVantage worth $63.4K as of Q2 2023.
LifeVantage was a new Carlsbad Wealth Advisory Group position in Q2 2023.
LifeVantage made up 0.04% of Carlsbad Wealth Advisory Group's portfolio in Q2 2023, its #44 holding.
48 funds tracked by Wall St. Rank held LifeVantage as of Q2 2023.

Based on Carlsbad Wealth Advisory Group's 13F filing for Q2 2023, filed 27 Jul 2023.