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Okabena Investment Services’s Louisiana-Pacific LPX Stock Holding History

Okabena Investment Services’s Portfolio LPX Stock Details LPX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-50
Closed -$2.71K – 198
2023
Q1 		$2.71K Buy
50
+12
+32% +$734 ﹤0.01% 157
2022
Q4 		$2.25K Buy
+38
New +$2.24K ﹤0.01% 184

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Fidelity Investments
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Okabena Investment Services's LPX Position: Q2 2023 in Review

Okabena Investment Services sold out of Louisiana-Pacific (LPX) in Q2 2023, closing a stake of 50 shares — an estimated $2.71K sold.

Okabena Investment Services first reported a position in LPX in Q4 2022 and held it in 2 quarters. The position peaked at $2.71K in Q1 2023. 387 funds tracked by Wall St. Rank hold LPX as of Q2 2023.

  • Okabena Investment Services reported no remaining Louisiana-Pacific position as of Q2 2023 after selling out during the quarter.
  • Okabena Investment Services sold 50 Louisiana-Pacific shares in Q2 2023, an estimated $2.71K.
  • Okabena Investment Services first reported a position in Louisiana-Pacific in Q4 2022 and held it in 2 quarters.
  • Okabena Investment Services's Louisiana-Pacific position peaked at $2.71K in Q1 2023.
  • 387 funds tracked by Wall St. Rank held Louisiana-Pacific as of Q2 2023.

Based on Okabena Investment Services's 13F filing for Q2 2023, filed 14 Aug 2023.