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Garrett Wealth Advisory Group’s Lakeland Financial Corp LKFN Stock Holding History

Garrett Wealth Advisory Group’s Portfolio LKFN Stock Details LKFN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-32
Closed -$1.41K – 384
2019
Q3 		$1.41K Buy
+32
New +$1.41K ﹤0.01% 647

Other funds holding LKFN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Garrett Wealth Advisory Group's LKFN Position: Q4 2019 in Review

Garrett Wealth Advisory Group sold out of Lakeland Financial Corp (LKFN) in Q4 2019, closing a stake of 32 shares — an estimated $1.41K sold.

Garrett Wealth Advisory Group first reported a position in LKFN in Q3 2019 and held it in 1 quarter. The position peaked at $1.41K in Q3 2019. 144 funds tracked by Wall St. Rank hold LKFN as of Q4 2019.

  • Garrett Wealth Advisory Group reported no remaining Lakeland Financial Corp position as of Q4 2019 after selling out during the quarter.
  • Garrett Wealth Advisory Group sold 32 Lakeland Financial Corp shares in Q4 2019, an estimated $1.41K.
  • Garrett Wealth Advisory Group first reported a position in Lakeland Financial Corp in Q3 2019 and held it in 1 quarter.
  • Garrett Wealth Advisory Group's Lakeland Financial Corp position peaked at $1.41K in Q3 2019.
  • 144 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q4 2019.

Based on Garrett Wealth Advisory Group's 13F filing for Q4 2019, filed 28 Jan 2020.