MSH Capital Advisors’s Local Bounti LOCL Stock Holding History

MSH Capital Advisors’s Portfolio LOCL Stock Details LOCL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-1,155	Closed	-$12K	–	218
2023 Q1	$12K	Buy	+1,155	New	+$12.3K	0.01%	199

Other funds holding LOCL

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

BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return

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

MSR

Main Street Research Lakeville, Connecticut $1.72B AUM 48.78% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

BBR Partners New York $1.79B AUM 16.83% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

SDWIA

Schwarz Dygos Wheeler Investment Advisors Minneapolis, Minnesota $482M AUM 18.94% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

MSH Capital Advisors's LOCL Position: Q2 2023 in Review

MSH Capital Advisors sold out of Local Bounti (LOCL) in Q2 2023, closing a stake of 1,155 shares — an estimated $12K sold.

MSH Capital Advisors first reported a position in LOCL in Q1 2023 and held it in 1 quarter. The position peaked at $12K in Q1 2023. 31 funds tracked by Wall St. Rank hold LOCL as of Q2 2023.

MSH Capital Advisors reported no remaining Local Bounti position as of Q2 2023 after selling out during the quarter.
MSH Capital Advisors sold 1,155 Local Bounti shares in Q2 2023, an estimated $12K.
MSH Capital Advisors first reported a position in Local Bounti in Q1 2023 and held it in 1 quarter.
MSH Capital Advisors's Local Bounti position peaked at $12K in Q1 2023.
31 funds tracked by Wall St. Rank held Local Bounti as of Q2 2023.

Based on MSH Capital Advisors's 13F filing for Q2 2023, filed 14 Feb 2025.