Legacy Financial Group (Iowa)
LFVN icon

Legacy Financial Group (Iowa)’s LifeVantage LFVN Stock Holding History

Legacy Financial Group (Iowa)’s Portfolio LFVN Stock Details LFVN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-200
Closed -$1.29K – 301
2023
Q3 		$1.29K Buy
+200
New +$1.12K ﹤0.01% 503

Other funds holding LFVN

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
PCM
Perkins Capital Management Wayzata, Minnesota $133M AUM 127.86% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Legacy Financial Group (Iowa)'s LFVN Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of LifeVantage (LFVN) in Q4 2023, closing a stake of 200 shares — an estimated $1.29K sold.

Legacy Financial Group (Iowa) first reported a position in LFVN in Q3 2023 and held it in 1 quarter. The position peaked at $1.29K in Q3 2023. 53 funds tracked by Wall St. Rank hold LFVN as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining LifeVantage position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 200 LifeVantage shares in Q4 2023, an estimated $1.29K.
  • Legacy Financial Group (Iowa) first reported a position in LifeVantage in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s LifeVantage position peaked at $1.29K in Q3 2023.
  • 53 funds tracked by Wall St. Rank held LifeVantage as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.