Patriot Financial Group Insurance Agency’s LifeVantage LFVN Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio LFVN Stock Details LFVN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-100	Closed	-$933	–	2035
2020 Q4	$1K	Hold	100	–	–	﹤0.01%	1767
2020 Q3	$1K	Hold	100	–	–	﹤0.01%	1562
2020 Q2	$1K	Hold	100	–	–	﹤0.01%	1532
2020 Q1	$1K	Hold	100	–	–	﹤0.01%	1449
2019 Q4	$2K	Hold	100	–	–	﹤0.01%	1126
2019 Q3	$1K	Hold	100	–	–	﹤0.01%	1196
2019 Q2	$1K	Hold	100	–	–	﹤0.01%	1267
2019 Q1	$1K	Hold	100	–	–	﹤0.01%	1134
2018 Q4	$1K	Hold	100	–	–	﹤0.01%	911
2018 Q3	$1K	Buy	+100	New	+$1.07K	﹤0.01%	916
2017 Q1	–	Sell	-175	Closed	-$1K	–	836
2016 Q4	$1K	Buy	+175	New	+$1.5K	﹤0.01%	737

Other funds holding LFVN

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Los Angeles Capital Management Los Angeles, California $25.4B AUM 38.46% 1-Year Est. Return

Patriot Financial Group Insurance Agency's LFVN Position: Q1 2021 in Review

Patriot Financial Group Insurance Agency sold out of LifeVantage (LFVN) in Q1 2021, closing a stake of 100 shares — an estimated $933 sold.

Patriot Financial Group Insurance Agency first reported a position in LFVN in Q4 2016 and held it in 11 quarters. The position peaked at $2K in Q4 2019. 83 funds tracked by Wall St. Rank hold LFVN as of Q1 2021.

Patriot Financial Group Insurance Agency reported no remaining LifeVantage position as of Q1 2021 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 100 LifeVantage shares in Q1 2021, an estimated $933.
Patriot Financial Group Insurance Agency first reported a position in LifeVantage in Q4 2016 and held it in 11 quarters.
Patriot Financial Group Insurance Agency's LifeVantage position peaked at $2K in Q4 2019.
83 funds tracked by Wall St. Rank held LifeVantage as of Q1 2021.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q1 2021, filed 29 Apr 2021.