EI
LFST icon

Ellevest Inc’s Lifestance Health LFST Stock Holding History

Ellevest Inc’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
Q2 		– Sell
-319
Closed -$2.37K – 1051
2023
Q1 		$2.37K Buy
319
+220
+222% +$1.22K ﹤0.01% 1412
2022
Q4 		$489 Buy
99
+82
+482% +$507 ﹤0.01% 1624
2022
Q3 		$0 Buy
+17
New +$119 ﹤0.01% 1742

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
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return
RSCM
Rock Springs Capital Management Baltimore, Maryland $1.7B AUM 93.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ellevest Inc's LFST Position: Q2 2023 in Review

Ellevest Inc sold out of Lifestance Health (LFST) in Q2 2023, closing a stake of 319 shares — an estimated $2.37K sold.

Ellevest Inc first reported a position in LFST in Q3 2022 and held it in 3 quarters. The position peaked at $2.37K in Q1 2023. 109 funds tracked by Wall St. Rank hold LFST as of Q2 2023.

  • Ellevest Inc reported no remaining Lifestance Health position as of Q2 2023 after selling out during the quarter.
  • Ellevest Inc sold 319 Lifestance Health shares in Q2 2023, an estimated $2.37K.
  • Ellevest Inc first reported a position in Lifestance Health in Q3 2022 and held it in 3 quarters.
  • Ellevest Inc's Lifestance Health position peaked at $2.37K in Q1 2023.
  • 109 funds tracked by Wall St. Rank held Lifestance Health as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.