Global Retirement Partners’s LifeVantage LFVN Stock Holding History

Global Retirement Partners’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
2024 Q1	–	Sell	-286	Closed	-$1.6K	–	3445
2023 Q4	$1.6K	Buy	+286	New	+$1.89K	﹤0.01%	2757
2023 Q1	–	Sell	-521	Closed	-$1.94K	–	3287
2022 Q4	$1.94K	Hold	521	–	–	﹤0.01%	2374
2022 Q3	$2K	Sell	521 -36	-6%	-$146	﹤0.01%	2263
2022 Q2	$2K	Buy	557 +4	+0.7%	+$17	﹤0.01%	2222
2022 Q1	$2K	Buy	+553	New	+$3.07K	﹤0.01%	2205
2021 Q4	–	Sell	-36	Closed	–	–	1117
2021 Q3	$0	Hold	36	–	–	﹤0.01%	2032
2021 Q2	$0	Hold	36	–	–	﹤0.01%	1902
2021 Q1	$0	Hold	36	–	–	﹤0.01%	1839
2020 Q4	$0	Hold	36	–	–	﹤0.01%	1775
2020 Q3	$0	Hold	36	–	–	﹤0.01%	1678
2020 Q2	$0	Hold	36	–	–	﹤0.01%	1677
2020 Q1	$0	Buy	+36	New	+$493	﹤0.01%	1642

Other funds holding LFVN

Renaissance Technologies New York $63.9B AUM 45.56% 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

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

PCM

Perkins Capital Management Wayzata, Minnesota $133M AUM 127.86% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Global Retirement Partners's LFVN Position: Q1 2024 in Review

Global Retirement Partners sold out of LifeVantage (LFVN) in Q1 2024, closing a stake of 286 shares — an estimated $1.6K sold.

Global Retirement Partners first reported a position in LFVN in Q1 2020 and held it in 12 quarters. The position peaked at $2K in Q3 2022. 52 funds tracked by Wall St. Rank hold LFVN as of Q1 2024.

Global Retirement Partners reported no remaining LifeVantage position as of Q1 2024 after selling out during the quarter.
Global Retirement Partners sold 286 LifeVantage shares in Q1 2024, an estimated $1.6K.
Global Retirement Partners first reported a position in LifeVantage in Q1 2020 and held it in 12 quarters.
Global Retirement Partners's LifeVantage position peaked at $2K in Q3 2022.
52 funds tracked by Wall St. Rank held LifeVantage as of Q1 2024.

Based on Global Retirement Partners's 13F filing for Q1 2024, filed 23 Apr 2024.