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LGT Financial Advisors’s National Vision EYE Stock Holding History

LGT Financial Advisors’s Portfolio EYE Stock Details EYE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-147
Closed -$3.26K – 804
2024
Q1 		$3.26K Hold
147
– – ﹤0.01% 683
2023
Q4 		$3.08K Buy
+147
New +$2.61K ﹤0.01% 722

Other funds holding EYE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JGC
J. Goldman & Co New York $3.44B AUM 33.8% 1-Year Est. Return

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

LGT Financial Advisors sold out of National Vision (EYE) in Q2 2024, closing a stake of 147 shares — an estimated $3.26K sold.

LGT Financial Advisors first reported a position in EYE in Q4 2023 and held it in 2 quarters. The position peaked at $3.26K in Q1 2024. 187 funds tracked by Wall St. Rank hold EYE as of Q2 2024.

  • LGT Financial Advisors reported no remaining National Vision position as of Q2 2024 after selling out during the quarter.
  • LGT Financial Advisors sold 147 National Vision shares in Q2 2024, an estimated $3.26K.
  • LGT Financial Advisors first reported a position in National Vision in Q4 2023 and held it in 2 quarters.
  • LGT Financial Advisors's National Vision position peaked at $3.26K in Q1 2024.
  • 187 funds tracked by Wall St. Rank held National Vision as of Q2 2024.

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