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Dynamic Advisor Solutions’s Lifestance Health LFST Stock Holding History

Dynamic Advisor Solutions’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
2023
Q4 		– Sell
-11,257
Closed -$77.3K – 921
2023
Q3 		$77.3K Hold
11,257
– – ﹤0.01% 818
2023
Q2 		$103K Hold
11,257
– – 0.01% 773
2023
Q1 		$83.6K Hold
11,257
– – ﹤0.01% 728
2022
Q4 		$55.6K Buy
+11,257
New +$69.6K ﹤0.01% 704

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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

Dynamic Advisor Solutions's LFST Position: Q4 2023 in Review

Dynamic Advisor Solutions sold out of Lifestance Health (LFST) in Q4 2023, closing a stake of 11,257 shares — an estimated $77.3K sold.

Dynamic Advisor Solutions first reported a position in LFST in Q4 2022 and held it in 4 quarters. The position peaked at $103K in Q2 2023. 120 funds tracked by Wall St. Rank hold LFST as of Q4 2023.

  • Dynamic Advisor Solutions reported no remaining Lifestance Health position as of Q4 2023 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 11,257 Lifestance Health shares in Q4 2023, an estimated $77.3K.
  • Dynamic Advisor Solutions first reported a position in Lifestance Health in Q4 2022 and held it in 4 quarters.
  • Dynamic Advisor Solutions's Lifestance Health position peaked at $103K in Q2 2023.
  • 120 funds tracked by Wall St. Rank held Lifestance Health as of Q4 2023.

Based on Dynamic Advisor Solutions's 13F filing for Q4 2023, filed 10 Jan 2024.