MBM Wealth Consultants’s LoveSac LOVE Stock Holding History

MBM Wealth Consultants’s Portfolio LOVE Stock Details LOVE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-682	Closed	-$16K	–	201
2023 Q1	$16K	Hold	682	–	–	0.01%	199
2022 Q4	$15K	Sell	682 -7,305	-91%	-$163K	0.01%	209
2022 Q3	$168K	Buy	7,987 +2,438	+44%	+$74.8K	0.08%	85
2022 Q2	$153K	Buy	5,549 +562	+11%	+$21.8K	0.07%	86
2022 Q1	$270K	Buy	4,987 +1,185	+31%	+$56.8K	0.11%	89
2021 Q4	$252K	Buy	3,802 +718	+23%	+$52.6K	0.1%	87
2021 Q3	$204K	Buy	+3,084	New	+$193K	0.09%	98

Other funds holding LOVE

GIM

Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

MBM Wealth Consultants's LOVE Position: Q2 2023 in Review

MBM Wealth Consultants sold out of LoveSac (LOVE) in Q2 2023, closing a stake of 682 shares — an estimated $16K sold.

MBM Wealth Consultants first reported a position in LOVE in Q3 2021 and held it in 7 quarters. The position peaked at $270K in Q1 2022. 119 funds tracked by Wall St. Rank hold LOVE as of Q2 2023.

MBM Wealth Consultants reported no remaining LoveSac position as of Q2 2023 after selling out during the quarter.
MBM Wealth Consultants sold 682 LoveSac shares in Q2 2023, an estimated $16K.
MBM Wealth Consultants first reported a position in LoveSac in Q3 2021 and held it in 7 quarters.
MBM Wealth Consultants's LoveSac position peaked at $270K in Q1 2022.
119 funds tracked by Wall St. Rank held LoveSac as of Q2 2023.

Based on MBM Wealth Consultants's 13F filing for Q2 2023, filed 24 Jul 2023.