J.W. Cole Advisors’s Laird Superfood LSF Stock Holding History

J.W. Cole Advisors’s Portfolio LSF Stock Details LSF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-6,100	Closed	-$280K	–	774
2020 Q3	$280K	Buy	+6,100	New	+$264K	0.02%	570

Other funds holding LSF

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

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

CCM

Callodine Capital Management Boston, Massachusetts $1.43B AUM 8.74% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

J.W. Cole Advisors's LSF Position: Q4 2020 in Review

J.W. Cole Advisors sold out of Laird Superfood (LSF) in Q4 2020, closing a stake of 6,100 shares — an estimated $280K sold.

J.W. Cole Advisors first reported a position in LSF in Q3 2020 and held it in 1 quarter. The position peaked at $280K in Q3 2020. 58 funds tracked by Wall St. Rank hold LSF as of Q4 2020.

J.W. Cole Advisors reported no remaining Laird Superfood position as of Q4 2020 after selling out during the quarter.
J.W. Cole Advisors sold 6,100 Laird Superfood shares in Q4 2020, an estimated $280K.
J.W. Cole Advisors first reported a position in Laird Superfood in Q3 2020 and held it in 1 quarter.
J.W. Cole Advisors's Laird Superfood position peaked at $280K in Q3 2020.
58 funds tracked by Wall St. Rank held Laird Superfood as of Q4 2020.

Based on J.W. Cole Advisors's 13F filing for Q4 2020, filed 12 Feb 2021.