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Patriot Financial Group Insurance Agency’s Lightbridge LTBR Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio LTBR Stock Details LTBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-1,000
Closed -$5K – 1285
2022
Q2 		$5K Hold
1,000
– – ﹤0.01% 1491
2022
Q1 		$8K Hold
1,000
– – ﹤0.01% 1449
2021
Q4 		$7K Buy
+1,000
New +$8.4K ﹤0.01% 1614

Other funds holding LTBR

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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CPP
Capasso Planning Partners Charleston, South Carolina $185M AUM 14.14% 1-Year Est. Return

Patriot Financial Group Insurance Agency's LTBR Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Lightbridge (LTBR) in Q3 2022, closing a stake of 1,000 shares — an estimated $5K sold.

Patriot Financial Group Insurance Agency first reported a position in LTBR in Q4 2021 and held it in 3 quarters. The position peaked at $8K in Q1 2022. 29 funds tracked by Wall St. Rank hold LTBR as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Lightbridge position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 1,000 Lightbridge shares in Q3 2022, an estimated $5K.
  • Patriot Financial Group Insurance Agency first reported a position in Lightbridge in Q4 2021 and held it in 3 quarters.
  • Patriot Financial Group Insurance Agency's Lightbridge position peaked at $8K in Q1 2022.
  • 29 funds tracked by Wall St. Rank held Lightbridge as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.