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HHM Wealth Advisors’s Life Time Group Holdings LTH Stock Holding History

HHM Wealth Advisors’s Portfolio LTH Stock Details LTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-550
Closed -$10.4K – 804
2024
Q2 		$10.4K Hold
550
– – ﹤0.01% 539
2024
Q1 		$8.54K Hold
550
– – ﹤0.01% 547
2023
Q4 		$8.29K Hold
550
– – ﹤0.01% 544
2023
Q3 		$8.37K Buy
550
+200
+57% +$3.53K ﹤0.01% 534
2023
Q2 		$6.88K Hold
350
– – ﹤0.01% 607
2023
Q1 		$5.59K Buy
+350
New +$6K ﹤0.01% 632

Other funds holding LTH

LGP
Leonard Green & Partners Los Angeles, California $2.77B AUM 3.28% 1-Year Est. Return
TGA
TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

HHM Wealth Advisors's LTH Position: Q3 2024 in Review

HHM Wealth Advisors sold out of Life Time Group Holdings (LTH) in Q3 2024, closing a stake of 550 shares — an estimated $10.4K sold.

HHM Wealth Advisors first reported a position in LTH in Q1 2023 and held it in 6 quarters. The position peaked at $10.4K in Q2 2024. 189 funds tracked by Wall St. Rank hold LTH as of Q3 2024.

  • HHM Wealth Advisors reported no remaining Life Time Group Holdings position as of Q3 2024 after selling out during the quarter.
  • HHM Wealth Advisors sold 550 Life Time Group Holdings shares in Q3 2024, an estimated $10.4K.
  • HHM Wealth Advisors first reported a position in Life Time Group Holdings in Q1 2023 and held it in 6 quarters.
  • HHM Wealth Advisors's Life Time Group Holdings position peaked at $10.4K in Q2 2024.
  • 189 funds tracked by Wall St. Rank held Life Time Group Holdings as of Q3 2024.

Based on HHM Wealth Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.