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Evernest Financial Advisors’s LifeMD LFMD Stock Holding History

Evernest Financial Advisors’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
2024
Q4 		– Sell
-17,000
Closed -$89.1K – 172
2024
Q3 		$89.1K Buy
+17,000
New +$98K 0.02% 158

Other funds holding LFMD

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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
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Evernest Financial Advisors's LFMD Position: Q4 2024 in Review

Evernest Financial Advisors sold out of LifeMD (LFMD) in Q4 2024, closing a stake of 17,000 shares — an estimated $89.1K sold.

Evernest Financial Advisors first reported a position in LFMD in Q3 2024 and held it in 1 quarter. The position peaked at $89.1K in Q3 2024. 106 funds tracked by Wall St. Rank hold LFMD as of Q4 2024.

  • Evernest Financial Advisors reported no remaining LifeMD position as of Q4 2024 after selling out during the quarter.
  • Evernest Financial Advisors sold 17,000 LifeMD shares in Q4 2024, an estimated $89.1K.
  • Evernest Financial Advisors first reported a position in LifeMD in Q3 2024 and held it in 1 quarter.
  • Evernest Financial Advisors's LifeMD position peaked at $89.1K in Q3 2024.
  • 106 funds tracked by Wall St. Rank held LifeMD as of Q4 2024.

Based on Evernest Financial Advisors's 13F filing for Q4 2024, filed 23 Jan 2025.