CWM
LOVE icon

CarsonAllaria Wealth Management’s LoveSac LOVE Stock Holding History

CarsonAllaria Wealth Management’s Portfolio LOVE Stock Details LOVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-130
Closed -$3.76K – 397
2023
Q1 		$3.76K Hold
130
– – ﹤0.01% 273
2022
Q4 		$3K Hold
130
– – ﹤0.01% 267
2022
Q3 		$3K Hold
130
– – ﹤0.01% 264
2022
Q2 		$4K Hold
130
– – ﹤0.01% 247
2022
Q1 		$7K Hold
130
– – 0.01% 217
2021
Q4 		$9K Buy
+130
New +$9.52K 0.01% 213

Other funds holding LOVE

GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

CarsonAllaria Wealth Management's LOVE Position: Q2 2023 in Review

CarsonAllaria Wealth Management sold out of LoveSac (LOVE) in Q2 2023, closing a stake of 130 shares — an estimated $3.76K sold.

CarsonAllaria Wealth Management first reported a position in LOVE in Q4 2021 and held it in 6 quarters. The position peaked at $9K in Q4 2021. 119 funds tracked by Wall St. Rank hold LOVE as of Q2 2023.

  • CarsonAllaria Wealth Management reported no remaining LoveSac position as of Q2 2023 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 130 LoveSac shares in Q2 2023, an estimated $3.76K.
  • CarsonAllaria Wealth Management first reported a position in LoveSac in Q4 2021 and held it in 6 quarters.
  • CarsonAllaria Wealth Management's LoveSac position peaked at $9K in Q4 2021.
  • 119 funds tracked by Wall St. Rank held LoveSac as of Q2 2023.

Based on CarsonAllaria Wealth Management's 13F filing for Q2 2023, filed 1 Aug 2023.