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Geneos Wealth Management’s Lightspeed Commerce LSPD Stock Holding History

Geneos Wealth Management’s Portfolio LSPD Stock Details LSPD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-200
Closed -$17K – 2874
2021
Q2 		$17K Hold
200
– – ﹤0.01% 1990
2021
Q1 		$13K Hold
200
– – ﹤0.01% 2262
2020
Q4 		$12K Hold
200
– – ﹤0.01% 2147
2020
Q3 		$6K Buy
+200
New +$6.14K ﹤0.01% 2125

Other funds holding LSPD

Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geneos Wealth Management's LSPD Position: Q3 2021 in Review

Geneos Wealth Management sold out of Lightspeed Commerce (LSPD) in Q3 2021, closing a stake of 200 shares — an estimated $17K sold.

Geneos Wealth Management first reported a position in LSPD in Q3 2020 and held it in 4 quarters. The position peaked at $17K in Q2 2021. 218 funds tracked by Wall St. Rank hold LSPD as of Q3 2021.

  • Geneos Wealth Management reported no remaining Lightspeed Commerce position as of Q3 2021 after selling out during the quarter.
  • Geneos Wealth Management sold 200 Lightspeed Commerce shares in Q3 2021, an estimated $17K.
  • Geneos Wealth Management first reported a position in Lightspeed Commerce in Q3 2020 and held it in 4 quarters.
  • Geneos Wealth Management's Lightspeed Commerce position peaked at $17K in Q2 2021.
  • 218 funds tracked by Wall St. Rank held Lightspeed Commerce as of Q3 2021.

Based on Geneos Wealth Management's 13F filing for Q3 2021, filed 9 Nov 2021.