FCH
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Freestone Capital Holdings’s LifeVantage LFVN Stock Holding History

Freestone Capital Holdings’s Portfolio LFVN Stock Details LFVN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-453
Closed -$4.22K – 782
2020
Q4 		$4.22K Hold
453
– – ﹤0.01% 1029
2020
Q3 		$5.47K Buy
+453
New +$6.12K ﹤0.01% 858

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Acadian Asset Management
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Morgan Stanley
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $25.4B AUM 38.46% 1-Year Est. Return

Freestone Capital Holdings's LFVN Position: Q1 2021 in Review

Freestone Capital Holdings sold out of LifeVantage (LFVN) in Q1 2021, closing a stake of 453 shares — an estimated $4.22K sold.

Freestone Capital Holdings first reported a position in LFVN in Q3 2020 and held it in 2 quarters. The position peaked at $5.47K in Q3 2020. 83 funds tracked by Wall St. Rank hold LFVN as of Q1 2021.

  • Freestone Capital Holdings reported no remaining LifeVantage position as of Q1 2021 after selling out during the quarter.
  • Freestone Capital Holdings sold 453 LifeVantage shares in Q1 2021, an estimated $4.22K.
  • Freestone Capital Holdings first reported a position in LifeVantage in Q3 2020 and held it in 2 quarters.
  • Freestone Capital Holdings's LifeVantage position peaked at $5.47K in Q3 2020.
  • 83 funds tracked by Wall St. Rank held LifeVantage as of Q1 2021.

Based on Freestone Capital Holdings's 13F filing for Q1 2021, filed 17 May 2021.