OWM
LKFT

OneAscent Wealth Management’s Lakefront Biotherapeutics American Depositary Shares LKFT Stock Holding History

OneAscent Wealth Management’s Portfolio LKFT Stock Details LKFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		$461K Buy
5,974
+3,260
+120% +$300K 0.2% 125
2020
Q4 		$269K Buy
+2,714
New +$332K 0.12% 170

Other funds holding LKFT

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
O
OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
IC
Ikarian Capital Dallas, Texas $1.23B AUM 600.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

OneAscent Wealth Management's LKFT Position: Q1 2021 in Review

OneAscent Wealth Management increased its Lakefront Biotherapeutics American Depositary Shares (LKFT) stake by 120% in Q1 2021, buying an estimated $300K and bringing the position to 5,974 shares worth $461K. The position accounts for 0.2% of the portfolio, ranked #125.

OneAscent Wealth Management first reported a position in LKFT in Q4 2020 and has held it in 2 quarters since. 132 funds tracked by Wall St. Rank hold LKFT as of Q1 2021.

  • OneAscent Wealth Management held 5,974 shares of Lakefront Biotherapeutics American Depositary Shares worth $461K as of Q1 2021.
  • OneAscent Wealth Management bought 3,260 Lakefront Biotherapeutics American Depositary Shares shares in Q1 2021, an estimated $300K.
  • Lakefront Biotherapeutics American Depositary Shares made up 0.2% of OneAscent Wealth Management's portfolio in Q1 2021, its #125 holding.
  • OneAscent Wealth Management first reported a position in Lakefront Biotherapeutics American Depositary Shares in Q4 2020 and has held it in 2 quarters since.
  • 132 funds tracked by Wall St. Rank held Lakefront Biotherapeutics American Depositary Shares as of Q1 2021.

Based on OneAscent Wealth Management's 13F filing for Q1 2021, filed 27 Apr 2021.