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JFS Wealth Advisors’s Lightspeed Commerce LSPD Stock Holding History

JFS Wealth Advisors’s Portfolio LSPD Stock Details LSPD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-8
Closed – – 1976
2022
Q3 		$0 Buy
8
+1
+14% +$20 ﹤0.01% 1846
2022
Q2 		$0 Buy
7
+2
+40% +$47 ﹤0.01% 1857
2022
Q1 		$0 Buy
+5
New +$149 ﹤0.01% 1908

Other funds holding LSPD

Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

JFS Wealth Advisors's LSPD Position: Q4 2022 in Review

JFS Wealth Advisors sold out of Lightspeed Commerce (LSPD) in Q4 2022, closing a stake of 8 shares.

JFS Wealth Advisors first reported a position in LSPD in Q1 2022 and held it in 3 quarters. The position peaked at $0 in Q3 2022. 129 funds tracked by Wall St. Rank hold LSPD as of Q4 2022.

  • JFS Wealth Advisors reported no remaining Lightspeed Commerce position as of Q4 2022 after selling out during the quarter.
  • JFS Wealth Advisors sold 8 Lightspeed Commerce shares in Q4 2022.
  • JFS Wealth Advisors first reported a position in Lightspeed Commerce in Q1 2022 and held it in 3 quarters.
  • JFS Wealth Advisors's Lightspeed Commerce position peaked at $0 in Q3 2022.
  • 129 funds tracked by Wall St. Rank held Lightspeed Commerce as of Q4 2022.

Based on JFS Wealth Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.