FWM
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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
2021
Q2 		– Sell
-14,000
Closed -$2K – 987
2021
Q1 		$2K Buy
+14,000
New +$252K ﹤0.01% 809

Other funds holding LFMD

DSCM
Divisadero Street Capital Management Miami, Florida $2.39B AUM 134.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
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)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
Susquehanna International Group
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.