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Delos Wealth Advisors’s Lakeland Financial Corp LKFN Stock Holding History

Delos Wealth Advisors’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
2022
Q1 		– Sell
-71
Closed -$6K – 352
2021
Q4 		$6K Buy
+71
New +$5.29K 0.01% 280

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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Delos Wealth Advisors's LKFN Position: Q1 2022 in Review

Delos Wealth Advisors sold out of Lakeland Financial Corp (LKFN) in Q1 2022, closing a stake of 71 shares — an estimated $6K sold.

Delos Wealth Advisors first reported a position in LKFN in Q4 2021 and held it in 1 quarter. The position peaked at $6K in Q4 2021. 201 funds tracked by Wall St. Rank hold LKFN as of Q1 2022.

  • Delos Wealth Advisors reported no remaining Lakeland Financial Corp position as of Q1 2022 after selling out during the quarter.
  • Delos Wealth Advisors sold 71 Lakeland Financial Corp shares in Q1 2022, an estimated $6K.
  • Delos Wealth Advisors first reported a position in Lakeland Financial Corp in Q4 2021 and held it in 1 quarter.
  • Delos Wealth Advisors's Lakeland Financial Corp position peaked at $6K in Q4 2021.
  • 201 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q1 2022.

Based on Delos Wealth Advisors's 13F filing for Q1 2022, filed 16 May 2022.