Creative Planning’s LifeVantage LFVN Stock Holding History

Creative Planning’s Portfolio LFVN Stock Details LFVN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-10,325	Closed	-$140K	–	2217
2020 Q2	$140K	Buy	10,325 +100	+1%	+$1.39K	﹤0.01%	1605
2020 Q1	$105K	Hold	10,225	–	–	﹤0.01%	1520
2019 Q4	$160K	Hold	10,225	–	–	﹤0.01%	1683
2019 Q3	$140K	Hold	10,225	–	–	﹤0.01%	1676
2019 Q2	$133K	Hold	10,225	–	–	﹤0.01%	1708
2019 Q1	$146K	Sell	10,225 -358	-3%	-$5.2K	﹤0.01%	1640
2018 Q4	$140K	Sell	10,583 -475	-4%	-$5.68K	﹤0.01%	1577
2018 Q3	$122K	Buy	+11,058	New	+$118K	﹤0.01%	1760
2017 Q3	–	Sell	-13,831	Closed	-$60K	–	2898
2017 Q2	$60K	Buy	13,831 +1,033	+8%	+$4.55K	﹤0.01%	2374
2017 Q1	$69K	Hold	12,798	–	–	﹤0.01%	2230
2016 Q4	$104K	Buy	12,798 +428	+3%	+$3.66K	﹤0.01%	1837
2016 Q3	$117K	Buy	+12,370	New	+$161K	﹤0.01%	1741
2015 Q2	–	Sell	-2,358	Closed	-$13K	–	2152
2015 Q1	$13K	Hold	2,358	–	–	﹤0.01%	3019
2014 Q4	$21K	Sell	2,358 -5,657	-71%	-$51.9K	﹤0.01%	2610
2014 Q3	$64K	Hold	8,015	–	–	﹤0.01%	1751
2014 Q2	$81K	Hold	8,015	–	–	﹤0.01%	1568
2014 Q1	$73K	Hold	8,015	–	–	﹤0.01%	1581
2013 Q4	$93K	Buy	8,015 +6,814	+567%	+$96K	﹤0.01%	1233
2013 Q3	$20K	Buy	+1,201	New	+$20.7K	﹤0.01%	2102

Other funds holding LFVN

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Los Angeles Capital Management Los Angeles, California $25.4B AUM 38.46% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Creative Planning's LFVN Position: Q3 2020 in Review

Creative Planning sold out of LifeVantage (LFVN) in Q3 2020, closing a stake of 10,325 shares — an estimated $140K sold.

Creative Planning first reported a position in LFVN in Q3 2013 and held it in 19 quarters. The position peaked at $160K in Q4 2019. 89 funds tracked by Wall St. Rank hold LFVN as of Q3 2020.

Creative Planning reported no remaining LifeVantage position as of Q3 2020 after selling out during the quarter.
Creative Planning sold 10,325 LifeVantage shares in Q3 2020, an estimated $140K.
Creative Planning first reported a position in LifeVantage in Q3 2013 and held it in 19 quarters.
Creative Planning's LifeVantage position peaked at $160K in Q4 2019.
89 funds tracked by Wall St. Rank held LifeVantage as of Q3 2020.

Based on Creative Planning's 13F filing for Q3 2020, filed 5 Nov 2020.