Focused Wealth Management’s LoveSac LOVE Stock Holding History

Focused Wealth Management’s Portfolio LOVE Stock Details LOVE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-3,400	Closed	-$91.6K	–	1080
2023 Q2	$91.6K	Hold	3,400	–	–	0.02%	215
2023 Q1	$98.3K	Hold	3,400	–	–	0.02%	201
2022 Q4	$74.8K	Buy	+3,400	New	+$76.1K	0.02%	249
2022 Q1	–	Sell	-1,000	Closed	-$66K	–	1048
2021 Q4	$66K	Hold	1,000	–	–	0.01%	337
2021 Q3	$66K	Buy	+1,000	New	+$62.7K	0.01%	349

Other funds holding LOVE

GIM

Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Focused Wealth Management's LOVE Position: Q3 2023 in Review

Focused Wealth Management sold out of LoveSac (LOVE) in Q3 2023, closing a stake of 3,400 shares — an estimated $91.6K sold.

Focused Wealth Management first reported a position in LOVE in Q3 2021 and held it in 5 quarters. The position peaked at $98.3K in Q1 2023. 114 funds tracked by Wall St. Rank hold LOVE as of Q3 2023.

Focused Wealth Management reported no remaining LoveSac position as of Q3 2023 after selling out during the quarter.
Focused Wealth Management sold 3,400 LoveSac shares in Q3 2023, an estimated $91.6K.
Focused Wealth Management first reported a position in LoveSac in Q3 2021 and held it in 5 quarters.
Focused Wealth Management's LoveSac position peaked at $98.3K in Q1 2023.
114 funds tracked by Wall St. Rank held LoveSac as of Q3 2023.

Based on Focused Wealth Management's 13F filing for Q3 2023, filed 1 Nov 2023.