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Chemistry Wealth Management’s Lifetime Brands LCUT Stock Holding History

Chemistry Wealth Management’s Portfolio LCUT Stock Details LCUT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-22,441
Closed -$235K – 171
2024
Q1 		$235K Buy
+22,441
New +$197K 0.06% 146

Other funds holding LCUT

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MRCM
Mill Road Capital Management Greenwich, Connecticut $191M AUM 56.95% 1-Year Est. Return
JCP
JB Capital Partners Armonk, New York $581M AUM 46.16% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Chemistry Wealth Management's LCUT Position: Q2 2024 in Review

Chemistry Wealth Management sold out of Lifetime Brands (LCUT) in Q2 2024, closing a stake of 22,441 shares — an estimated $235K sold.

Chemistry Wealth Management first reported a position in LCUT in Q1 2024 and held it in 1 quarter. The position peaked at $235K in Q1 2024. 74 funds tracked by Wall St. Rank hold LCUT as of Q2 2024.

  • Chemistry Wealth Management reported no remaining Lifetime Brands position as of Q2 2024 after selling out during the quarter.
  • Chemistry Wealth Management sold 22,441 Lifetime Brands shares in Q2 2024, an estimated $235K.
  • Chemistry Wealth Management first reported a position in Lifetime Brands in Q1 2024 and held it in 1 quarter.
  • Chemistry Wealth Management's Lifetime Brands position peaked at $235K in Q1 2024.
  • 74 funds tracked by Wall St. Rank held Lifetime Brands as of Q2 2024.

Based on Chemistry Wealth Management's 13F filing for Q2 2024, filed 12 Jul 2024.