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Freedom Wealth Alliance’s Limbach Holdings LMB Stock Holding History

Freedom Wealth Alliance’s Portfolio LMB Stock Details LMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,139
Closed -$11.9K – 279
2022
Q4 		$11.9K Buy
+1,139
New +$10.8K 0.02% 265

Other funds holding LMB

PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
EI
EAM Investors Solana Beach, California $866M AUM 377.14% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
AC
Aristides Capital Louisville, Kentucky $462M AUM 28.94% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Freedom Wealth Alliance's LMB Position: Q1 2023 in Review

Freedom Wealth Alliance sold out of Limbach Holdings (LMB) in Q1 2023, closing a stake of 1,139 shares — an estimated $11.9K sold.

Freedom Wealth Alliance first reported a position in LMB in Q4 2022 and held it in 1 quarter. The position peaked at $11.9K in Q4 2022. 47 funds tracked by Wall St. Rank hold LMB as of Q1 2023.

  • Freedom Wealth Alliance reported no remaining Limbach Holdings position as of Q1 2023 after selling out during the quarter.
  • Freedom Wealth Alliance sold 1,139 Limbach Holdings shares in Q1 2023, an estimated $11.9K.
  • Freedom Wealth Alliance first reported a position in Limbach Holdings in Q4 2022 and held it in 1 quarter.
  • Freedom Wealth Alliance's Limbach Holdings position peaked at $11.9K in Q4 2022.
  • 47 funds tracked by Wall St. Rank held Limbach Holdings as of Q1 2023.

Based on Freedom Wealth Alliance's 13F filing for Q1 2023, filed 25 Apr 2023.