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IFP Advisors’s LGL Group LGL Stock Holding History

IFP Advisors’s Portfolio LGL Stock Details LGL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-100
Closed -$476 – 3451
2023
Q2 		$476 Hold
100
– – ﹤0.01% 3203
2023
Q1 		$535 Hold
100
– – ﹤0.01% 3176
2022
Q4 		$1K Sell
100
-165
-62% -$766 ﹤0.01% 4391
2022
Q3 		$1K Hold
265
– – ﹤0.01% 4597
2022
Q2 		$1K Hold
265
– – ﹤0.01% 4373
2022
Q1 		$1K Buy
+265
New +$1.06K ﹤0.01% 4372

Other funds holding LGL

GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CSC
Caldwell Sutter Capital Sausalito, California $246M AUM 23.62% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MFFIA
McIntyre, Freedman & Flynn Investment Advisers Orleans, Massachusetts $176M AUM 42.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

IFP Advisors's LGL Position: Q3 2023 in Review

IFP Advisors sold out of LGL Group (LGL) in Q3 2023, closing a stake of 100 shares — an estimated $476 sold.

IFP Advisors first reported a position in LGL in Q1 2022 and held it in 6 quarters. The position peaked at $1K in Q4 2022. 21 funds tracked by Wall St. Rank hold LGL as of Q3 2023.

  • IFP Advisors reported no remaining LGL Group position as of Q3 2023 after selling out during the quarter.
  • IFP Advisors sold 100 LGL Group shares in Q3 2023, an estimated $476.
  • IFP Advisors first reported a position in LGL Group in Q1 2022 and held it in 6 quarters.
  • IFP Advisors's LGL Group position peaked at $1K in Q4 2022.
  • 21 funds tracked by Wall St. Rank held LGL Group as of Q3 2023.

Based on IFP Advisors's 13F filing for Q3 2023, filed 12 Oct 2023.