IA
LVRO

IFP Advisors’s Lavoro LVRO Stock Holding History

IFP Advisors’s Portfolio LVRO Stock Details LVRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-500
Closed -$4.31K – 3190
2023
Q4 		$4.31K Hold
500
– – ﹤0.01% 2472
2023
Q3 		$3.33K Hold
500
– – ﹤0.01% 2670
2023
Q2 		$2.98K Buy
+500
New +$2.94K ﹤0.01% 2736

Other funds holding LVRO

KL
KIM LLC Wichita, Kansas $976M AUM 0.91% 1-Year Est. Return
SIM
Sandia Investment Management Boston, Massachusetts $40.1M AUM 14.58% 1-Year Est. Return
QL
Quarry LP New York $558M AUM 23.92% 1-Year Est. Return
STA
Summit Trail Advisors New York $6.98B AUM 19.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

IFP Advisors's LVRO Position: Q1 2024 in Review

IFP Advisors sold out of Lavoro (LVRO) in Q1 2024, closing a stake of 500 shares — an estimated $4.31K sold.

IFP Advisors first reported a position in LVRO in Q2 2023 and held it in 3 quarters. The position peaked at $4.31K in Q4 2023. 6 funds tracked by Wall St. Rank hold LVRO as of Q1 2024.

  • IFP Advisors reported no remaining Lavoro position as of Q1 2024 after selling out during the quarter.
  • IFP Advisors sold 500 Lavoro shares in Q1 2024, an estimated $4.31K.
  • IFP Advisors first reported a position in Lavoro in Q2 2023 and held it in 3 quarters.
  • IFP Advisors's Lavoro position peaked at $4.31K in Q4 2023.
  • 6 funds tracked by Wall St. Rank held Lavoro as of Q1 2024.

Based on IFP Advisors's 13F filing for Q1 2024, filed 30 Jul 2024.