Commonwealth Equity Services
LMFA

Commonwealth Equity Services’s LM Funding America LMFA Stock Holding History

Commonwealth Equity Services’s Portfolio LMFA Stock Details LMFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-195
Closed -$14K – 3971
2023
Q3 		$14K Hold
195
– – ﹤0.01% 3757
2023
Q2 		$20K Buy
+195
New +$22.1K ﹤0.01% 3749

Other funds holding LMFA

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Belvedere Trading
Belvedere Trading Chicago, Illinois $84.4B AUM 52.68% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

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

Commonwealth Equity Services sold out of LM Funding America (LMFA) in Q4 2023, closing a stake of 195 shares — an estimated $14K sold.

Commonwealth Equity Services first reported a position in LMFA in Q2 2023 and held it in 2 quarters. The position peaked at $20K in Q2 2023. 13 funds tracked by Wall St. Rank hold LMFA as of Q4 2023.

  • Commonwealth Equity Services reported no remaining LM Funding America position as of Q4 2023 after selling out during the quarter.
  • Commonwealth Equity Services sold 195 LM Funding America shares in Q4 2023, an estimated $14K.
  • Commonwealth Equity Services first reported a position in LM Funding America in Q2 2023 and held it in 2 quarters.
  • Commonwealth Equity Services's LM Funding America position peaked at $20K in Q2 2023.
  • 13 funds tracked by Wall St. Rank held LM Funding America as of Q4 2023.

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