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LGT Financial Advisors’s Americold COLD Stock Holding History

LGT Financial Advisors’s Portfolio COLD Stock Details COLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-3,969
Closed -$98.9K – 792
2024
Q1 		$98.9K Sell
3,969
-163
-4% -$4.45K 0.11% 176
2023
Q4 		$125K Buy
4,132
+90
+2% +$2.52K 0.15% 149
2023
Q3 		$123K Buy
+4,042
New +$131K 0.16% 139

Other funds holding COLD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
DPCM
Darlington Partners Capital Management Greenbrae, California $2.27B AUM 18.22% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

LGT Financial Advisors's COLD Position: Q2 2024 in Review

LGT Financial Advisors sold out of Americold (COLD) in Q2 2024, closing a stake of 3,969 shares — an estimated $98.9K sold.

LGT Financial Advisors first reported a position in COLD in Q3 2023 and held it in 3 quarters. The position peaked at $125K in Q4 2023. 364 funds tracked by Wall St. Rank hold COLD as of Q2 2024.

  • LGT Financial Advisors reported no remaining Americold position as of Q2 2024 after selling out during the quarter.
  • LGT Financial Advisors sold 3,969 Americold shares in Q2 2024, an estimated $98.9K.
  • LGT Financial Advisors first reported a position in Americold in Q3 2023 and held it in 3 quarters.
  • LGT Financial Advisors's Americold position peaked at $125K in Q4 2023.
  • 364 funds tracked by Wall St. Rank held Americold as of Q2 2024.

Based on LGT Financial Advisors's 13F filing for Q2 2024, filed 5 Aug 2024.