IFP Advisors’s Local Bounti LOCL Stock Holding History

IFP Advisors’s Portfolio LOCL Stock Details LOCL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-462	Closed	-$60K	–	3993
2022 Q4	$60K	Hold	462	–	–	﹤0.01%	2116
2022 Q3	$60K	Buy	+462	New	+$21.6K	﹤0.01%	2235

Other funds holding LOCL

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

BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

MSR

Main Street Research Lakeville, Connecticut $1.72B AUM 48.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BBR Partners New York $1.79B AUM 16.83% 1-Year Est. Return

SDWIA

Schwarz Dygos Wheeler Investment Advisors Minneapolis, Minnesota $482M AUM 18.94% 1-Year Est. Return

IFP Advisors's LOCL Position: Q1 2023 in Review

IFP Advisors sold out of Local Bounti (LOCL) in Q1 2023, closing a stake of 462 shares — an estimated $60K sold.

IFP Advisors first reported a position in LOCL in Q3 2022 and held it in 2 quarters. The position peaked at $60K in Q4 2022. 56 funds tracked by Wall St. Rank hold LOCL as of Q1 2023.

IFP Advisors reported no remaining Local Bounti position as of Q1 2023 after selling out during the quarter.
IFP Advisors sold 462 Local Bounti shares in Q1 2023, an estimated $60K.
IFP Advisors first reported a position in Local Bounti in Q3 2022 and held it in 2 quarters.
IFP Advisors's Local Bounti position peaked at $60K in Q4 2022.
56 funds tracked by Wall St. Rank held Local Bounti as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.