NewEdge Advisors’s Lifestance Health LFST Stock Holding History

NewEdge Advisors’s Portfolio LFST Stock Details LFST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-835	Closed	-$5.84K	–	3966
2024 Q3	$5.84K	Hold	835	–	–	﹤0.01%	3117
2024 Q2	$4.1K	Buy	+835	New	+$5.04K	﹤0.01%	3155
2023 Q3	–	Sell	-33,524	Closed	-$306K	–	3575
2023 Q2	$306K	Buy	33,524 +33,020	+6,552%	+$274K	﹤0.01%	1444
2023 Q1	$3.74K	Sell	504 -3,377	-87%	-$18.7K	﹤0.01%	2869
2022 Q4	$16.7K	Buy	+3,881	New	+$24K	﹤0.01%	2184

Other funds holding LFST

TGA

TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return

Summit Partners Boston, Massachusetts $670M AUM 6.71% 1-Year Est. Return

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

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

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

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

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

NewEdge Advisors's LFST Position: Q4 2024 in Review

NewEdge Advisors sold out of Lifestance Health (LFST) in Q4 2024, closing a stake of 835 shares — an estimated $5.84K sold.

NewEdge Advisors first reported a position in LFST in Q4 2022 and held it in 5 quarters. The position peaked at $306K in Q2 2023. 153 funds tracked by Wall St. Rank hold LFST as of Q4 2024.

NewEdge Advisors reported no remaining Lifestance Health position as of Q4 2024 after selling out during the quarter.
NewEdge Advisors sold 835 Lifestance Health shares in Q4 2024, an estimated $5.84K.
NewEdge Advisors first reported a position in Lifestance Health in Q4 2022 and held it in 5 quarters.
NewEdge Advisors's Lifestance Health position peaked at $306K in Q2 2023.
153 funds tracked by Wall St. Rank held Lifestance Health as of Q4 2024.

Based on NewEdge Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.