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Everhart Financial Group’s LifeMD LFMD Stock Holding History

Everhart Financial Group’s Portfolio LFMD Stock Details LFMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-17,065
Closed -$106K – 109
2021
Q3 		$106K Buy
17,065
+5,025
+42% +$42.9K 0.07% 99
2021
Q2 		$142K Buy
+12,040
New +$139K 0.1% 93

Other funds holding LFMD

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Vanguard Group
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Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
AFG
American Financial Group Cincinnati, Ohio $270M AUM 3.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BIA
Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Everhart Financial Group's LFMD Position: Q4 2021 in Review

Everhart Financial Group sold out of LifeMD (LFMD) in Q4 2021, closing a stake of 17,065 shares — an estimated $106K sold.

Everhart Financial Group first reported a position in LFMD in Q2 2021 and held it in 2 quarters. The position peaked at $142K in Q2 2021. 53 funds tracked by Wall St. Rank hold LFMD as of Q4 2021.

  • Everhart Financial Group reported no remaining LifeMD position as of Q4 2021 after selling out during the quarter.
  • Everhart Financial Group sold 17,065 LifeMD shares in Q4 2021, an estimated $106K.
  • Everhart Financial Group first reported a position in LifeMD in Q2 2021 and held it in 2 quarters.
  • Everhart Financial Group's LifeMD position peaked at $142K in Q2 2021.
  • 53 funds tracked by Wall St. Rank held LifeMD as of Q4 2021.

Based on Everhart Financial Group's 13F filing for Q4 2021, filed 21 Jan 2022.