Optimize Financial’s Louisiana-Pacific LPX Stock Holding History

Optimize Financial’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
2025 Q1	–	Sell	-2,680	Closed	-$278K	–	262
2024 Q4	$278K	Buy	+2,680	New	+$291K	0.21%	148

Other funds holding LPX

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

5NCM

59 North Capital Management Houston, Texas $4.49B AUM 6.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

Optimize Financial's LPX Position: Q1 2025 in Review

Optimize Financial sold out of Louisiana-Pacific (LPX) in Q1 2025, closing a stake of 2,680 shares — an estimated $278K sold.

Optimize Financial first reported a position in LPX in Q4 2024 and held it in 1 quarter. The position peaked at $278K in Q4 2024. 478 funds tracked by Wall St. Rank hold LPX as of Q1 2025.

Optimize Financial reported no remaining Louisiana-Pacific position as of Q1 2025 after selling out during the quarter.
Optimize Financial sold 2,680 Louisiana-Pacific shares in Q1 2025, an estimated $278K.
Optimize Financial first reported a position in Louisiana-Pacific in Q4 2024 and held it in 1 quarter.
Optimize Financial's Louisiana-Pacific position peaked at $278K in Q4 2024.
478 funds tracked by Wall St. Rank held Louisiana-Pacific as of Q1 2025.

Based on Optimize Financial's 13F filing for Q1 2025, filed 14 May 2025.