HeadInvest LLC’s Lifestance Health LFST Stock Holding History

HeadInvest LLC’s Portfolio LFST Stock Details LFST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-200	Closed	-$1.31K	–	477
2023 Q3	$1.31K	Buy	+200	New	+$1.62K	﹤0.01%	697

Other funds holding LFST

TGA

TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return

Summit Partners Boston, Massachusetts $670M AUM 6.71% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

RSCM

Rock Springs Capital Management Baltimore, Maryland $1.7B AUM 93.03% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

HeadInvest LLC's LFST Position: Q4 2023 in Review

HeadInvest LLC sold out of Lifestance Health (LFST) in Q4 2023, closing a stake of 200 shares — an estimated $1.31K sold.

HeadInvest LLC first reported a position in LFST in Q3 2023 and held it in 1 quarter. The position peaked at $1.31K in Q3 2023. 120 funds tracked by Wall St. Rank hold LFST as of Q4 2023.

HeadInvest LLC reported no remaining Lifestance Health position as of Q4 2023 after selling out during the quarter.
HeadInvest LLC sold 200 Lifestance Health shares in Q4 2023, an estimated $1.31K.
HeadInvest LLC first reported a position in Lifestance Health in Q3 2023 and held it in 1 quarter.
HeadInvest LLC's Lifestance Health position peaked at $1.31K in Q3 2023.
120 funds tracked by Wall St. Rank held Lifestance Health as of Q4 2023.

Based on HeadInvest LLC's 13F filing for Q4 2023, filed 12 Feb 2024.