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EverSource Wealth Advisors’s Lantronix LTRX Stock Holding History

EverSource Wealth Advisors’s Portfolio LTRX Stock Details LTRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-190
Closed -$783 – 4111
2024
Q4 		$783 Hold
190
– – ﹤0.01% 3048
2024
Q3 		$783 Hold
190
– – ﹤0.01% 2773
2024
Q2 		$779 Hold
190
– – ﹤0.01% 2791
2024
Q1 		$714 Buy
+190
New +$932 ﹤0.01% 2651

Other funds holding LTRX

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
HIM
Herald Investment Management London, United Kingdom $718M AUM 91.16% 1-Year Est. Return
THC
Truffle Hound Capital Bethesda, Maryland $386M AUM 57.88% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
SM
Scoggin Management New York $1.04B AUM 232.32% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

EverSource Wealth Advisors's LTRX Position: Q1 2025 in Review

EverSource Wealth Advisors sold out of Lantronix (LTRX) in Q1 2025, closing a stake of 190 shares — an estimated $783 sold.

EverSource Wealth Advisors first reported a position in LTRX in Q1 2024 and held it in 4 quarters. The position peaked at $783 in Q4 2024. 57 funds tracked by Wall St. Rank hold LTRX as of Q1 2025.

  • EverSource Wealth Advisors reported no remaining Lantronix position as of Q1 2025 after selling out during the quarter.
  • EverSource Wealth Advisors sold 190 Lantronix shares in Q1 2025, an estimated $783.
  • EverSource Wealth Advisors first reported a position in Lantronix in Q1 2024 and held it in 4 quarters.
  • EverSource Wealth Advisors's Lantronix position peaked at $783 in Q4 2024.
  • 57 funds tracked by Wall St. Rank held Lantronix as of Q1 2025.

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