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ICA Group Wealth Management’s LifeVantage LFVN Stock Holding History

ICA Group Wealth Management’s Portfolio LFVN Stock Details LFVN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$3.21K Buy
+500
New +$3.39K ﹤0.01% 632
2023
Q2 		– Sell
-51
Closed -$183 – 1381
2023
Q1 		$183 Hold
51
– – ﹤0.01% 1241
2022
Q4 		$190 Buy
+51
New +$194 ﹤0.01% 1277

Other funds holding LFVN

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
PCM
Perkins Capital Management Wayzata, Minnesota $107M AUM 82.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

ICA Group Wealth Management's LFVN Position: Q2 2024 in Review

ICA Group Wealth Management opened a new position in LifeVantage (LFVN) in Q2 2024: 500 shares worth $3.21K. The stake represents ﹤0.01% of the portfolio and ranks #632 among its holdings. This is a return to the name: ICA Group Wealth Management previously reported a position in LFVN as recently as Q1 2023.

ICA Group Wealth Management first reported a position in LFVN in Q4 2022 and has held it in 3 quarters since. 56 funds tracked by Wall St. Rank hold LFVN as of Q2 2024.

  • ICA Group Wealth Management held 500 shares of LifeVantage worth $3.21K as of Q2 2024.
  • LifeVantage was a new ICA Group Wealth Management position in Q2 2024.
  • LifeVantage made up ﹤0.01% of ICA Group Wealth Management's portfolio in Q2 2024, its #632 holding.
  • ICA Group Wealth Management first reported a position in LifeVantage in Q4 2022 and has held it in 3 quarters since.
  • 56 funds tracked by Wall St. Rank held LifeVantage as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.