Corient Private Wealth
LSEA

Corient Private Wealth’s Landsea Homes LSEA Stock Holding History

Corient Private Wealth’s Portfolio LSEA Stock Details LSEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-69,727
Closed -$916K – 2329
2023
Q4 		$916K Buy
+69,727
New +$674K ﹤0.01% 1320

Other funds holding LSEA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
NC
Nokomis Capital Dallas, Texas $349M AUM 75.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
FWC
First Washington Corp Seattle, Washington $353M AUM 41.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
FP
Foundry Partners Minneapolis, Minnesota $1.89B AUM 9.84% 1-Year Est. Return

Corient Private Wealth's LSEA Position: Q1 2024 in Review

Corient Private Wealth sold out of Landsea Homes (LSEA) in Q1 2024, closing a stake of 69,727 shares — an estimated $916K sold.

Corient Private Wealth first reported a position in LSEA in Q4 2023 and held it in 1 quarter. The position peaked at $916K in Q4 2023. 102 funds tracked by Wall St. Rank hold LSEA as of Q1 2024.

  • Corient Private Wealth reported no remaining Landsea Homes position as of Q1 2024 after selling out during the quarter.
  • Corient Private Wealth sold 69,727 Landsea Homes shares in Q1 2024, an estimated $916K.
  • Corient Private Wealth first reported a position in Landsea Homes in Q4 2023 and held it in 1 quarter.
  • Corient Private Wealth's Landsea Homes position peaked at $916K in Q4 2023.
  • 102 funds tracked by Wall St. Rank held Landsea Homes as of Q1 2024.

Based on Corient Private Wealth's 13F filing for Q1 2024, filed 9 May 2024.