EWA
LFVN icon

EP Wealth Advisors’s LifeVantage LFVN Stock Holding History

EP Wealth Advisors’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
2025
Q1 		– Sell
-20,675
Closed -$362K – 1340
2024
Q4 		$362K Hold
20,675
– – ﹤0.01% 796
2024
Q3 		$250K Hold
20,675
– – ﹤0.01% 938
2024
Q2 		$133K Hold
20,675
– – ﹤0.01% 806
2024
Q1 		$125K Buy
20,675
+1,226
+6% +$7.74K ﹤0.01% 784
2023
Q4 		$117K Hold
19,449
– – ﹤0.01% 776
2023
Q3 		$125K Sell
19,449
-952
-5% -$5.33K ﹤0.01% 715
2023
Q2 		$84.6K Buy
20,401
+14,941
+274% +$61.7K ﹤0.01% 671
2023
Q1 		$574K Buy
+5,460
New +$20.5K 0.01% 388
2022
Q2 		– Sell
-49,217
Closed -$234K – 670
2022
Q1 		$234K Buy
+49,217
New +$273K 0.01% 535

Other funds holding LFVN

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
CM
Capital Management Glen Allen, Virginia $585M AUM 5.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

EP Wealth Advisors's LFVN Position: Q1 2025 in Review

EP Wealth Advisors sold out of LifeVantage (LFVN) in Q1 2025, closing a stake of 20,675 shares — an estimated $362K sold.

EP Wealth Advisors first reported a position in LFVN in Q1 2022 and held it in 9 quarters. The position peaked at $574K in Q1 2023. 106 funds tracked by Wall St. Rank hold LFVN as of Q1 2025.

  • EP Wealth Advisors reported no remaining LifeVantage position as of Q1 2025 after selling out during the quarter.
  • EP Wealth Advisors sold 20,675 LifeVantage shares in Q1 2025, an estimated $362K.
  • EP Wealth Advisors first reported a position in LifeVantage in Q1 2022 and held it in 9 quarters.
  • EP Wealth Advisors's LifeVantage position peaked at $574K in Q1 2023.
  • 106 funds tracked by Wall St. Rank held LifeVantage as of Q1 2025.

Based on EP Wealth Advisors's 13F filing for Q1 2025, filed 15 May 2025.