Focused Wealth Management’s LifeMD LFMD Stock Holding History

Focused Wealth Management’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 Q1	–	Sell	-447	Closed	-$3.71K	–	610
2023 Q4	$3.71K	Hold	447	–	–	﹤0.01%	698
2023 Q3	$2.79K	Hold	447	–	–	﹤0.01%	730
2023 Q2	$1.94K	Hold	447	–	–	﹤0.01%	803
2023 Q1	$760	Hold	447	–	–	﹤0.01%	903
2022 Q4	$867	Hold	447	–	–	﹤0.01%	888
2022 Q3	$1K	Buy	447 +150	+51%	+$358	﹤0.01%	864
2022 Q2	$1K	Sell	297 -250	-46%	-$621	﹤0.01%	842
2022 Q1	$2K	Buy	547 +47	+9%	+$167	﹤0.01%	791
2021 Q4	$2K	Sell	500 -200	-29%	-$945	﹤0.01%	810
2021 Q3	$4K	Hold	700	–	–	﹤0.01%	746
2021 Q2	$8K	Sell	700 -5,205	-88%	-$59.9K	﹤0.01%	649
2021 Q1	$93K	Buy	5,905 +4,705	+392%	+$84.7K	0.02%	287
2020 Q4	$8K	Buy	+1,200	New	+$8.8K	﹤0.01%	588

Other funds holding LFMD

DSCM

Divisadero Street Capital Management Miami, Florida $2.39B AUM 134.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CSS

Cubist Systematic Strategies Stamford, Connecticut $21B AUM 21.48% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Focused Wealth Management's LFMD Position: Q1 2024 in Review

Focused Wealth Management sold out of LifeMD (LFMD) in Q1 2024, closing a stake of 447 shares — an estimated $3.71K sold.

Focused Wealth Management first reported a position in LFMD in Q4 2020 and held it in 13 quarters. The position peaked at $93K in Q1 2021. 89 funds tracked by Wall St. Rank hold LFMD as of Q1 2024.

Focused Wealth Management reported no remaining LifeMD position as of Q1 2024 after selling out during the quarter.
Focused Wealth Management sold 447 LifeMD shares in Q1 2024, an estimated $3.71K.
Focused Wealth Management first reported a position in LifeMD in Q4 2020 and held it in 13 quarters.
Focused Wealth Management's LifeMD position peaked at $93K in Q1 2021.
89 funds tracked by Wall St. Rank held LifeMD as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.