HWM
LFMD icon

HighMark Wealth Management’s LifeMD LFMD Stock Holding History

HighMark Wealth Management’s Portfolio LFMD Stock Details LFMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-3,000
Closed -$24.9K – 590
2023
Q4 		$24.9K Sell
3,000
-3,000
-50% -$21.6K 0.02% 174
2023
Q3 		$37.5K Buy
+6,000
New +$26K 0.03% 134

Other funds holding LFMD

DSCM
Divisadero Street Capital Management Miami, Florida $2.39B AUM 134.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CSS
Cubist Systematic Strategies Stamford, Connecticut $21B AUM 21.48% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

HighMark Wealth Management's LFMD Position: Q1 2024 in Review

HighMark Wealth Management sold out of LifeMD (LFMD) in Q1 2024, closing a stake of 3,000 shares — an estimated $24.9K sold.

HighMark Wealth Management first reported a position in LFMD in Q3 2023 and held it in 2 quarters. The position peaked at $37.5K in Q3 2023. 89 funds tracked by Wall St. Rank hold LFMD as of Q1 2024.

  • HighMark Wealth Management reported no remaining LifeMD position as of Q1 2024 after selling out during the quarter.
  • HighMark Wealth Management sold 3,000 LifeMD shares in Q1 2024, an estimated $24.9K.
  • HighMark Wealth Management first reported a position in LifeMD in Q3 2023 and held it in 2 quarters.
  • HighMark Wealth Management's LifeMD position peaked at $37.5K in Q3 2023.
  • 89 funds tracked by Wall St. Rank held LifeMD as of Q1 2024.

Based on HighMark Wealth Management's 13F filing for Q1 2024, filed 29 Apr 2024.