EWA
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Evolution Wealth Advisors’s Lifestance Health LFST Stock Holding History

Evolution Wealth Advisors’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
2021
Q4 		– Sell
-258
Closed -$4K – 415
2021
Q3 		$4K Buy
+258
New +$4.97K ﹤0.01% 564

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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
RSCM
Rock Springs Capital Management Baltimore, Maryland $1.7B AUM 93.03% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Evolution Wealth Advisors's LFST Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Lifestance Health (LFST) in Q4 2021, closing a stake of 258 shares — an estimated $4K sold.

Evolution Wealth Advisors first reported a position in LFST in Q3 2021 and held it in 1 quarter. The position peaked at $4K in Q3 2021. 66 funds tracked by Wall St. Rank hold LFST as of Q4 2021.

  • Evolution Wealth Advisors reported no remaining Lifestance Health position as of Q4 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 258 Lifestance Health shares in Q4 2021, an estimated $4K.
  • Evolution Wealth Advisors first reported a position in Lifestance Health in Q3 2021 and held it in 1 quarter.
  • Evolution Wealth Advisors's Lifestance Health position peaked at $4K in Q3 2021.
  • 66 funds tracked by Wall St. Rank held Lifestance Health as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.