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Coppell Advisory Solutions’s Lakeland Financial Corp LKFN Stock Holding History

Coppell Advisory Solutions’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
2023
Q4 		– Sell
-584
Closed -$42.6K – 1820
2023
Q3 		$42.6K Buy
+584
New +$30.2K 0.01% 372
2023
Q1 		– Sell
-584
Closed -$42.6K – 692
2022
Q4 		$42.6K Buy
+584
New +$44.7K 0.01% 374

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Coppell Advisory Solutions's LKFN Position: Q4 2023 in Review

Coppell Advisory Solutions sold out of Lakeland Financial Corp (LKFN) in Q4 2023, closing a stake of 584 shares — an estimated $42.6K sold.

Coppell Advisory Solutions first reported a position in LKFN in Q4 2022 and held it in 2 quarters. The position peaked at $42.6K in Q3 2023. 207 funds tracked by Wall St. Rank hold LKFN as of Q4 2023.

  • Coppell Advisory Solutions reported no remaining Lakeland Financial Corp position as of Q4 2023 after selling out during the quarter.
  • Coppell Advisory Solutions sold 584 Lakeland Financial Corp shares in Q4 2023, an estimated $42.6K.
  • Coppell Advisory Solutions first reported a position in Lakeland Financial Corp in Q4 2022 and held it in 2 quarters.
  • Coppell Advisory Solutions's Lakeland Financial Corp position peaked at $42.6K in Q3 2023.
  • 207 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q4 2023.

Based on Coppell Advisory Solutions's 13F filing for Q4 2023, filed 14 Feb 2024.