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Paloma Partners’s Local Bounti LOCL Stock Holding History

Paloma Partners’s Portfolio LOCL Stock Details LOCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-605
Closed -$45.8K – 2037
2021
Q4 		$51K Sell
605
-9,318
-94% -$1.03M ﹤0.01% 1828
2021
Q3 		$1.28M Buy
+9,923
New +$1.28M 0.03% 301

Other funds holding LOCL

CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MSR
Main Street Research Lakeville, Connecticut $1.72B AUM 48.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BP
BBR Partners New York $1.79B AUM 16.83% 1-Year Est. Return
SDWIA
Schwarz Dygos Wheeler Investment Advisors Minneapolis, Minnesota $482M AUM 18.94% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Paloma Partners's LOCL Position: Q1 2022 in Review

Paloma Partners sold out of Local Bounti (LOCL) in Q1 2022, closing a stake of 605 shares — an estimated $45.8K sold.

Paloma Partners first reported a position in LOCL in Q3 2021 and held it in 2 quarters. The position peaked at $1.28M in Q3 2021. 44 funds tracked by Wall St. Rank hold LOCL as of Q1 2022.

  • Paloma Partners reported no remaining Local Bounti position as of Q1 2022 after selling out during the quarter.
  • Paloma Partners sold 605 Local Bounti shares in Q1 2022, an estimated $45.8K.
  • Paloma Partners first reported a position in Local Bounti in Q3 2021 and held it in 2 quarters.
  • Paloma Partners's Local Bounti position peaked at $1.28M in Q3 2021.
  • 44 funds tracked by Wall St. Rank held Local Bounti as of Q1 2022.

Based on Paloma Partners's 13F filing for Q1 2022, filed 16 May 2022.