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Center for Financial Planning’s Lakeland Financial Corp LKFN Stock Holding History

Center for Financial Planning’s Portfolio LKFN Stock Details LKFN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-40
Closed -$3K – 612
2022
Q3 		$3K Buy
+40
New +$2.98K ﹤0.01% 484

Other funds holding LKFN

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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Center for Financial Planning's LKFN Position: Q4 2022 in Review

Center for Financial Planning sold out of Lakeland Financial Corp (LKFN) in Q4 2022, closing a stake of 40 shares — an estimated $3K sold.

Center for Financial Planning first reported a position in LKFN in Q3 2022 and held it in 1 quarter. The position peaked at $3K in Q3 2022. 228 funds tracked by Wall St. Rank hold LKFN as of Q4 2022.

  • Center for Financial Planning reported no remaining Lakeland Financial Corp position as of Q4 2022 after selling out during the quarter.
  • Center for Financial Planning sold 40 Lakeland Financial Corp shares in Q4 2022, an estimated $3K.
  • Center for Financial Planning first reported a position in Lakeland Financial Corp in Q3 2022 and held it in 1 quarter.
  • Center for Financial Planning's Lakeland Financial Corp position peaked at $3K in Q3 2022.
  • 228 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q4 2022.

Based on Center for Financial Planning's 13F filing for Q4 2022, filed 27 Jan 2023.