MGWM
LTH icon

Marks Group Wealth Management’s Life Time Group Holdings LTH Stock Holding History

Marks Group Wealth Management’s Portfolio LTH Stock Details LTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-10,283
Closed -$100K – 286
2022
Q3 		$100K Hold
10,283
– – 0.02% 266
2022
Q2 		$132K Hold
10,283
– – 0.02% 283
2022
Q1 		$150K Buy
+10,283
New +$156K 0.02% 300

Other funds holding LTH

LGP
Leonard Green & Partners Los Angeles, California $2.77B AUM 3.28% 1-Year Est. Return
TGA
TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return
MC
MSD Capital New York $87.3M AUM 21.75% 1-Year Est. Return
Teacher Retirement System of Texas
Teacher Retirement System of Texas Austin, Texas $24B AUM 29.51% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Marks Group Wealth Management's LTH Position: Q4 2022 in Review

Marks Group Wealth Management sold out of Life Time Group Holdings (LTH) in Q4 2022, closing a stake of 10,283 shares — an estimated $100K sold.

Marks Group Wealth Management first reported a position in LTH in Q1 2022 and held it in 3 quarters. The position peaked at $150K in Q1 2022. 92 funds tracked by Wall St. Rank hold LTH as of Q4 2022.

  • Marks Group Wealth Management reported no remaining Life Time Group Holdings position as of Q4 2022 after selling out during the quarter.
  • Marks Group Wealth Management sold 10,283 Life Time Group Holdings shares in Q4 2022, an estimated $100K.
  • Marks Group Wealth Management first reported a position in Life Time Group Holdings in Q1 2022 and held it in 3 quarters.
  • Marks Group Wealth Management's Life Time Group Holdings position peaked at $150K in Q1 2022.
  • 92 funds tracked by Wall St. Rank held Life Time Group Holdings as of Q4 2022.

Based on Marks Group Wealth Management's 13F filing for Q4 2022, filed 6 Feb 2023.