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Focused Wealth Management’s Lifestance Health LFST Stock Holding History

Focused Wealth Management’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
2023
Q1 		– Sell
-48
Closed -$237 – 1104
2022
Q4 		$237 Buy
+48
New +$297 ﹤0.01% 1009

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Focused Wealth Management's LFST Position: Q1 2023 in Review

Focused Wealth Management sold out of Lifestance Health (LFST) in Q1 2023, closing a stake of 48 shares — an estimated $237 sold.

Focused Wealth Management first reported a position in LFST in Q4 2022 and held it in 1 quarter. The position peaked at $237 in Q4 2022. 89 funds tracked by Wall St. Rank hold LFST as of Q1 2023.

  • Focused Wealth Management reported no remaining Lifestance Health position as of Q1 2023 after selling out during the quarter.
  • Focused Wealth Management sold 48 Lifestance Health shares in Q1 2023, an estimated $237.
  • Focused Wealth Management first reported a position in Lifestance Health in Q4 2022 and held it in 1 quarter.
  • Focused Wealth Management's Lifestance Health position peaked at $237 in Q4 2022.
  • 89 funds tracked by Wall St. Rank held Lifestance Health as of Q1 2023.

Based on Focused Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.