HWAM
LBAI

Hennion & Walsh Asset Management’s Lakeland Bancorp Inc LBAI Stock Holding History

Hennion & Walsh Asset Management’s Portfolio LBAI Stock Details LBAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-10,491
Closed -$127K – 905
2024
Q1 		$127K Sell
10,491
-76
-0.7% -$975 0.01% 821
2023
Q4 		$156K Sell
10,567
-763
-7% -$9.75K 0.01% 790
2023
Q3 		$143K Sell
11,330
-364
-3% -$5.04K 0.01% 769
2023
Q2 		$157K Sell
11,694
-215
-2% -$3K 0.01% 765
2023
Q1 		$186K Sell
11,909
-100
-0.8% -$1.82K 0.01% 737
2022
Q4 		$211K Buy
12,009
+1,903
+19% +$33.9K 0.01% 722
2022
Q3 		$162K Buy
+10,106
New +$161K 0.01% 733

Hennion & Walsh Asset Management's LBAI Position: Q2 2024 in Review

Hennion & Walsh Asset Management sold out of Lakeland Bancorp Inc (LBAI) in Q2 2024, closing a stake of 10,491 shares — an estimated $127K sold.

Hennion & Walsh Asset Management first reported a position in LBAI in Q3 2022 and held it in 7 quarters. The position peaked at $211K in Q4 2022. 0 funds tracked by Wall St. Rank hold LBAI as of Q2 2024.

  • Hennion & Walsh Asset Management reported no remaining Lakeland Bancorp Inc position as of Q2 2024 after selling out during the quarter.
  • Hennion & Walsh Asset Management sold 10,491 Lakeland Bancorp Inc shares in Q2 2024, an estimated $127K.
  • Hennion & Walsh Asset Management first reported a position in Lakeland Bancorp Inc in Q3 2022 and held it in 7 quarters.
  • Hennion & Walsh Asset Management's Lakeland Bancorp Inc position peaked at $211K in Q4 2022.
  • 0 funds tracked by Wall St. Rank held Lakeland Bancorp Inc as of Q2 2024.

Based on Hennion & Walsh Asset Management's 13F filing for Q2 2024, filed 19 Jul 2024.