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Institute for Wealth Management’s Lamar Advertising Co LAMR Stock Holding History

Institute for Wealth Management’s Portfolio LAMR Stock Details LAMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-4,684
Closed -$313K – 433
2020
Q2 		$313K Buy
4,684
+569
+14% +$34.7K 0.08% 318
2020
Q1 		$211K Buy
4,115
+1,390
+51% +$112K 0.07% 361
2019
Q4 		$243K Buy
2,725
+135
+5% +$11.3K 0.05% 389
2019
Q3 		$212K Buy
2,590
+12
+0.5% +$947 0.05% 384
2019
Q2 		$208K Buy
+2,578
New +$208K 0.05% 427

Other funds holding LAMR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Institute for Wealth Management's LAMR Position: Q3 2020 in Review

Institute for Wealth Management sold out of Lamar Advertising Co (LAMR) in Q3 2020, closing a stake of 4,684 shares — an estimated $313K sold.

Institute for Wealth Management first reported a position in LAMR in Q2 2019 and held it in 5 quarters. The position peaked at $313K in Q2 2020. 381 funds tracked by Wall St. Rank hold LAMR as of Q3 2020.

  • Institute for Wealth Management reported no remaining Lamar Advertising Co position as of Q3 2020 after selling out during the quarter.
  • Institute for Wealth Management sold 4,684 Lamar Advertising Co shares in Q3 2020, an estimated $313K.
  • Institute for Wealth Management first reported a position in Lamar Advertising Co in Q2 2019 and held it in 5 quarters.
  • Institute for Wealth Management's Lamar Advertising Co position peaked at $313K in Q2 2020.
  • 381 funds tracked by Wall St. Rank held Lamar Advertising Co as of Q3 2020.

Based on Institute for Wealth Management's 13F filing for Q3 2020, filed 3 Nov 2020.