Gradient Investments’s LifeVantage LFVN Stock Holding History

Gradient Investments’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	-945	Closed	-$5.67K	–	1568
2023 Q4	$5.67K	Hold	945	–	–	﹤0.01%	965
2023 Q3	$6.09K	Hold	945	–	–	﹤0.01%	906
2023 Q2	$4.11K	Hold	945	–	–	﹤0.01%	992
2023 Q1	$3.39K	Hold	945	–	–	﹤0.01%	1026
2022 Q4	$3.52K	Hold	945	–	–	﹤0.01%	996
2022 Q3	$4K	Hold	945	–	–	﹤0.01%	1002
2022 Q2	$4K	Hold	945	–	–	﹤0.01%	936
2022 Q1	$4K	Sell	945 -26	-3%	-$144	﹤0.01%	931
2021 Q4	$6K	Hold	971	–	–	﹤0.01%	903
2021 Q3	$7K	Hold	971	–	–	﹤0.01%	834
2021 Q2	$7K	Hold	971	–	–	﹤0.01%	824
2021 Q1	$9K	Hold	971	–	–	﹤0.01%	785
2020 Q4	$12K	Hold	971	–	–	﹤0.01%	664
2020 Q3	$12K	Buy	+971	New	+$13.1K	﹤0.01%	668
2020 Q2	–	Sell	-971	Closed	-$10K	–	1129
2020 Q1	$10K	Buy	+971	New	+$13.3K	﹤0.01%	649

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

Gradient Investments's LFVN Position: Q1 2024 in Review

Gradient Investments sold out of LifeVantage (LFVN) in Q1 2024, closing a stake of 945 shares — an estimated $5.67K sold.

Gradient Investments first reported a position in LFVN in Q1 2020 and held it in 15 quarters. The position peaked at $12K in Q4 2020. 52 funds tracked by Wall St. Rank hold LFVN as of Q1 2024.

Gradient Investments reported no remaining LifeVantage position as of Q1 2024 after selling out during the quarter.
Gradient Investments sold 945 LifeVantage shares in Q1 2024, an estimated $5.67K.
Gradient Investments first reported a position in LifeVantage in Q1 2020 and held it in 15 quarters.
Gradient Investments's LifeVantage position peaked at $12K in Q4 2020.
52 funds tracked by Wall St. Rank held LifeVantage as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.