IA
LRFC

IFP Advisors’s Logan Ridge Finance Corp LRFC Stock Holding History

IFP Advisors’s Portfolio LRFC Stock Details LRFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-703
Closed -$15.8K – 3290
2024
Q1 		$15.8K Buy
703
+485
+222% +$11K ﹤0.01% 2077
2023
Q4 		$4.93K Buy
+218
New +$4.69K ﹤0.01% 2433

Other funds holding LRFC

PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
APCM
Arbiter Partners Capital Management New York $175M AUM 99.81% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
DWM
Dakota Wealth Management Palm Beach Gardens, Florida $4.62B AUM 33.09% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LWANC
Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.03B AUM 16.54% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

IFP Advisors's LRFC Position: Q2 2024 in Review

IFP Advisors sold out of Logan Ridge Finance Corp (LRFC) in Q2 2024, closing a stake of 703 shares — an estimated $15.8K sold.

IFP Advisors first reported a position in LRFC in Q4 2023 and held it in 2 quarters. The position peaked at $15.8K in Q1 2024. 14 funds tracked by Wall St. Rank hold LRFC as of Q2 2024.

  • IFP Advisors reported no remaining Logan Ridge Finance Corp position as of Q2 2024 after selling out during the quarter.
  • IFP Advisors sold 703 Logan Ridge Finance Corp shares in Q2 2024, an estimated $15.8K.
  • IFP Advisors first reported a position in Logan Ridge Finance Corp in Q4 2023 and held it in 2 quarters.
  • IFP Advisors's Logan Ridge Finance Corp position peaked at $15.8K in Q1 2024.
  • 14 funds tracked by Wall St. Rank held Logan Ridge Finance Corp as of Q2 2024.

Based on IFP Advisors's 13F filing for Q2 2024, filed 30 Jul 2024.