NewEdge Advisors’s Lightspeed Commerce LSPD Stock Holding History

NewEdge Advisors’s Portfolio LSPD Stock Details LSPD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-50	Closed	-$702	–	3831
2023 Q3	$702	Hold	50	–	–	﹤0.01%	3218
2023 Q2	$846	Hold	50	–	–	﹤0.01%	3269
2023 Q1	$759	Sell	50 -13	-21%	-$206	﹤0.01%	3193
2022 Q4	$187	Buy	+63	New	+$1.03K	﹤0.01%	3307
2021 Q4	–	Sell	-7,732	Closed	-$746K	–	1674
2021 Q3	$746K	Buy	7,732 +814	+12%	+$80.8K	0.02%	630
2021 Q2	$579K	Sell	6,918 -248	-3%	-$17.4K	0.02%	702
2021 Q1	$450K	Buy	7,166 +222	+3%	+$15.2K	0.01%	688
2020 Q4	$489K	Buy	+6,944	New	+$321K	0.02%	628

Other funds holding LSPD

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

NPCM

North Peak Capital Management New York $601M AUM 0.2% 1-Year Est. Return

SPPAM

Summit Partners Public Asset Management Boston, Massachusetts $3.72B AUM 162.29% 1-Year Est. Return

NewEdge Advisors's LSPD Position: Q4 2023 in Review

NewEdge Advisors sold out of Lightspeed Commerce (LSPD) in Q4 2023, closing a stake of 50 shares — an estimated $702 sold.

NewEdge Advisors first reported a position in LSPD in Q4 2020 and held it in 8 quarters. The position peaked at $746K in Q3 2021. 122 funds tracked by Wall St. Rank hold LSPD as of Q4 2023.

NewEdge Advisors reported no remaining Lightspeed Commerce position as of Q4 2023 after selling out during the quarter.
NewEdge Advisors sold 50 Lightspeed Commerce shares in Q4 2023, an estimated $702.
NewEdge Advisors first reported a position in Lightspeed Commerce in Q4 2020 and held it in 8 quarters.
NewEdge Advisors's Lightspeed Commerce position peaked at $746K in Q3 2021.
122 funds tracked by Wall St. Rank held Lightspeed Commerce as of Q4 2023.

Based on NewEdge Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.