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Crewe Advisors’s Lifestance Health LFST Stock Holding History

Crewe Advisors’s Portfolio LFST Stock Details LFST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-23
Closed -$181 – 978
2023
Q4 		$181 Buy
+23
New +$148 ﹤0.01% 357
2023
Q3 		– Sell
-13
Closed -$119 – 768
2023
Q2 		$119 Sell
13
-226
-95% -$1.88K ﹤0.01% 843
2023
Q1 		$1.78K Hold
239
– – ﹤0.01% 726
2022
Q4 		$1.18K Hold
239
– – ﹤0.01% 906
2022
Q3 		$2K Hold
239
– – ﹤0.01% 1052
2022
Q2 		$1K Buy
+239
New +$1.83K ﹤0.01% 1082

Other funds holding LFST

TGA
TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return
SP
Summit Partners Boston, Massachusetts $670M AUM 6.71% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
RSCM
Rock Springs Capital Management Baltimore, Maryland $1.7B AUM 93.03% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Crewe Advisors's LFST Position: Q1 2024 in Review

Crewe Advisors sold out of Lifestance Health (LFST) in Q1 2024, closing a stake of 23 shares — an estimated $181 sold.

Crewe Advisors first reported a position in LFST in Q2 2022 and held it in 6 quarters. The position peaked at $2K in Q3 2022. 124 funds tracked by Wall St. Rank hold LFST as of Q1 2024.

  • Crewe Advisors reported no remaining Lifestance Health position as of Q1 2024 after selling out during the quarter.
  • Crewe Advisors sold 23 Lifestance Health shares in Q1 2024, an estimated $181.
  • Crewe Advisors first reported a position in Lifestance Health in Q2 2022 and held it in 6 quarters.
  • Crewe Advisors's Lifestance Health position peaked at $2K in Q3 2022.
  • 124 funds tracked by Wall St. Rank held Lifestance Health as of Q1 2024.

Based on Crewe Advisors's 13F filing for Q1 2024, filed 14 May 2024.