KAS
LMDX

Kestra Advisory Services’s LumiraDx Limited Common Shares LMDX Stock Holding History

Kestra Advisory Services’s Portfolio LMDX Stock Details LMDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-23,349
Closed -$21K – 2341
2022
Q4 		$21K Buy
+23,349
New +$24.6K ﹤0.01% 2216

Other funds holding LMDX

GF
Gates Foundation Seattle, Washington $43.5M AUM 14.19% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AGM
Alpine Global Management New York $668M AUM 20.22% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
BWA
BDO Wealth Advisors Jacksonville, Florida $872M AUM 15.17% 1-Year Est. Return
CAG
Crestwood Advisors Group Boston, Massachusetts $5.94B AUM 18.44% 1-Year Est. Return

Kestra Advisory Services's LMDX Position: Q1 2023 in Review

Kestra Advisory Services sold out of LumiraDx Limited Common Shares (LMDX) in Q1 2023, closing a stake of 23,349 shares — an estimated $21K sold.

Kestra Advisory Services first reported a position in LMDX in Q4 2022 and held it in 1 quarter. The position peaked at $21K in Q4 2022. 42 funds tracked by Wall St. Rank hold LMDX as of Q1 2023.

  • Kestra Advisory Services reported no remaining LumiraDx Limited Common Shares position as of Q1 2023 after selling out during the quarter.
  • Kestra Advisory Services sold 23,349 LumiraDx Limited Common Shares shares in Q1 2023, an estimated $21K.
  • Kestra Advisory Services first reported a position in LumiraDx Limited Common Shares in Q4 2022 and held it in 1 quarter.
  • Kestra Advisory Services's LumiraDx Limited Common Shares position peaked at $21K in Q4 2022.
  • 42 funds tracked by Wall St. Rank held LumiraDx Limited Common Shares as of Q1 2023.

Based on Kestra Advisory Services's 13F filing for Q1 2023, filed 12 May 2023.