HRT Financial’s Lifestance Health LFST Stock Holding History

HRT Financial’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
2025 Q1	–	Sell	-80,899	Closed	-$596K	–	2989
2024 Q4	$596K	Buy	+80,899	New	+$581K	﹤0.01%	1355
2024 Q1	–	Sell	-13,635	Closed	-$106K	–	2737
2023 Q4	$106K	Buy	+13,635	New	+$87.9K	﹤0.01%	1884

Other funds holding LFST

TGA

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

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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

SPIG

Silversmith Partners I GP Boston, Massachusetts $39.2M AUM

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

HRT Financial's LFST Position: Q1 2025 in Review

HRT Financial sold out of Lifestance Health (LFST) in Q1 2025, closing a stake of 80,899 shares — an estimated $596K sold.

HRT Financial first reported a position in LFST in Q4 2023 and held it in 2 quarters. The position peaked at $596K in Q4 2024. 181 funds tracked by Wall St. Rank hold LFST as of Q1 2025.

HRT Financial reported no remaining Lifestance Health position as of Q1 2025 after selling out during the quarter.
HRT Financial sold 80,899 Lifestance Health shares in Q1 2025, an estimated $596K.
HRT Financial first reported a position in Lifestance Health in Q4 2023 and held it in 2 quarters.
HRT Financial's Lifestance Health position peaked at $596K in Q4 2024.
181 funds tracked by Wall St. Rank held Lifestance Health as of Q1 2025.

Based on HRT Financial's 13F filing for Q1 2025, filed 15 May 2025.