Janney Montgomery Scott
LFST icon

Janney Montgomery Scott’s Lifestance Health LFST Stock Holding History

Janney Montgomery Scott’s Portfolio LFST Stock Details LFST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-35,350
Closed -$277K – 2781
2023
Q4 		$277K Sell
35,350
-4,646
-12% -$29.9K ﹤0.01% 2268
2023
Q3 		$275K Sell
39,996
-60,962
-60% -$494K ﹤0.01% 2186
2023
Q2 		$922K Buy
+100,958
New +$839K ﹤0.01% 1469

Other funds holding LFST

TGA
TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return
SP
Summit Partners Boston, Massachusetts $670M AUM 6.71% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
RSCM
Rock Springs Capital Management Baltimore, Maryland $1.7B AUM 93.03% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Janney Montgomery Scott's LFST Position: Q1 2024 in Review

Janney Montgomery Scott sold out of Lifestance Health (LFST) in Q1 2024, closing a stake of 35,350 shares — an estimated $277K sold.

Janney Montgomery Scott first reported a position in LFST in Q2 2023 and held it in 3 quarters. The position peaked at $922K in Q2 2023. 124 funds tracked by Wall St. Rank hold LFST as of Q1 2024.

  • Janney Montgomery Scott reported no remaining Lifestance Health position as of Q1 2024 after selling out during the quarter.
  • Janney Montgomery Scott sold 35,350 Lifestance Health shares in Q1 2024, an estimated $277K.
  • Janney Montgomery Scott first reported a position in Lifestance Health in Q2 2023 and held it in 3 quarters.
  • Janney Montgomery Scott's Lifestance Health position peaked at $922K in Q2 2023.
  • 124 funds tracked by Wall St. Rank held Lifestance Health as of Q1 2024.

Based on Janney Montgomery Scott's 13F filing for Q1 2024, filed 1 May 2024.