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Holistic Financial Partners’s Las Vegas Sands LVS Stock Holding History

Holistic Financial Partners’s Portfolio LVS Stock Details LVS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-1,000
Closed -$72K – 226
2018
Q1 		$72K Hold
1,000
– – 0.06% 144
2017
Q4 		$69K Buy
+1,000
New +$66.7K 0.06% 156

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NC
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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Holistic Financial Partners's LVS Position: Q2 2018 in Review

Holistic Financial Partners sold out of Las Vegas Sands (LVS) in Q2 2018, closing a stake of 1,000 shares — an estimated $72K sold.

Holistic Financial Partners first reported a position in LVS in Q4 2017 and held it in 2 quarters. The position peaked at $72K in Q1 2018. 654 funds tracked by Wall St. Rank hold LVS as of Q2 2018.

  • Holistic Financial Partners reported no remaining Las Vegas Sands position as of Q2 2018 after selling out during the quarter.
  • Holistic Financial Partners sold 1,000 Las Vegas Sands shares in Q2 2018, an estimated $72K.
  • Holistic Financial Partners first reported a position in Las Vegas Sands in Q4 2017 and held it in 2 quarters.
  • Holistic Financial Partners's Las Vegas Sands position peaked at $72K in Q1 2018.
  • 654 funds tracked by Wall St. Rank held Las Vegas Sands as of Q2 2018.

Based on Holistic Financial Partners's 13F filing for Q2 2018, filed 14 Aug 2018.