Commonwealth Equity Services
LMB icon

Commonwealth Equity Services’s Limbach Holdings LMB Stock Holding History

Commonwealth Equity Services’s Portfolio LMB Stock Details LMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-15,550
Closed -$493K – 3970
2023
Q3 		$493K Buy
+15,550
New +$471K ﹤0.01% 2604

Other funds holding LMB

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Commonwealth Equity Services's LMB Position: Q4 2023 in Review

Commonwealth Equity Services sold out of Limbach Holdings (LMB) in Q4 2023, closing a stake of 15,550 shares — an estimated $493K sold.

Commonwealth Equity Services first reported a position in LMB in Q3 2023 and held it in 1 quarter. The position peaked at $493K in Q3 2023. 121 funds tracked by Wall St. Rank hold LMB as of Q4 2023.

  • Commonwealth Equity Services reported no remaining Limbach Holdings position as of Q4 2023 after selling out during the quarter.
  • Commonwealth Equity Services sold 15,550 Limbach Holdings shares in Q4 2023, an estimated $493K.
  • Commonwealth Equity Services first reported a position in Limbach Holdings in Q3 2023 and held it in 1 quarter.
  • Commonwealth Equity Services's Limbach Holdings position peaked at $493K in Q3 2023.
  • 121 funds tracked by Wall St. Rank held Limbach Holdings as of Q4 2023.

Based on Commonwealth Equity Services's 13F filing for Q4 2023, filed 6 Feb 2024.