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Financial Gravity Asset Management’s Lakeland Financial Corp LKFN Stock Holding History

Financial Gravity Asset Management’s Portfolio LKFN Stock Details LKFN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-146
Closed -$4 – 794
2022
Q1 		$4 Buy
+146
New +$11.7K ﹤0.01% 820

Other funds holding LKFN

BlackRock
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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Financial Gravity Asset Management's LKFN Position: Q2 2022 in Review

Financial Gravity Asset Management sold out of Lakeland Financial Corp (LKFN) in Q2 2022, closing a stake of 146 shares — an estimated $4 sold.

Financial Gravity Asset Management first reported a position in LKFN in Q1 2022 and held it in 1 quarter. The position peaked at $4 in Q1 2022. 215 funds tracked by Wall St. Rank hold LKFN as of Q2 2022.

  • Financial Gravity Asset Management reported no remaining Lakeland Financial Corp position as of Q2 2022 after selling out during the quarter.
  • Financial Gravity Asset Management sold 146 Lakeland Financial Corp shares in Q2 2022, an estimated $4.
  • Financial Gravity Asset Management first reported a position in Lakeland Financial Corp in Q1 2022 and held it in 1 quarter.
  • Financial Gravity Asset Management's Lakeland Financial Corp position peaked at $4 in Q1 2022.
  • 215 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q2 2022.

Based on Financial Gravity Asset Management's 13F filing for Q2 2022, filed 5 Aug 2022.