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Opal Wealth Advisors’s Lakeland Financial Corp LKFN Stock Holding History

Opal Wealth Advisors’s Portfolio LKFN Stock Details LKFN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-137
Closed -$8.43K – 751
2024
Q2 		$8.43K Buy
+137
New +$8.35K ﹤0.01% 690

Other funds holding LKFN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

Opal Wealth Advisors's LKFN Position: Q3 2024 in Review

Opal Wealth Advisors sold out of Lakeland Financial Corp (LKFN) in Q3 2024, closing a stake of 137 shares — an estimated $8.43K sold.

Opal Wealth Advisors first reported a position in LKFN in Q2 2024 and held it in 1 quarter. The position peaked at $8.43K in Q2 2024. 234 funds tracked by Wall St. Rank hold LKFN as of Q3 2024.

  • Opal Wealth Advisors reported no remaining Lakeland Financial Corp position as of Q3 2024 after selling out during the quarter.
  • Opal Wealth Advisors sold 137 Lakeland Financial Corp shares in Q3 2024, an estimated $8.43K.
  • Opal Wealth Advisors first reported a position in Lakeland Financial Corp in Q2 2024 and held it in 1 quarter.
  • Opal Wealth Advisors's Lakeland Financial Corp position peaked at $8.43K in Q2 2024.
  • 234 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q3 2024.

Based on Opal Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.