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Peak Financial Advisors’s Lifestance Health LFST Stock Holding History

Peak Financial Advisors’s Portfolio LFST Stock Details LFST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-289,080
Closed -$1.99M – 73
2023
Q3 		$1.99M Buy
289,080
+11,485
+4% +$93.1K 2.15% 17
2023
Q2 		$2.53M Buy
277,595
+4,152
+2% +$34.5K 1.99% 14
2023
Q1 		$2.03M Buy
+273,443
New +$1.52M 1.72% 17

Other funds holding LFST

TGA
TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return
SP
Summit Partners Boston, Massachusetts $670M AUM 6.71% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
RSCM
Rock Springs Capital Management Baltimore, Maryland $1.7B AUM 93.03% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Peak Financial Advisors's LFST Position: Q4 2023 in Review

Peak Financial Advisors sold out of Lifestance Health (LFST) in Q4 2023, closing a stake of 289,080 shares — an estimated $1.99M sold.

Peak Financial Advisors first reported a position in LFST in Q1 2023 and held it in 3 quarters. The position peaked at $2.53M in Q2 2023. 120 funds tracked by Wall St. Rank hold LFST as of Q4 2023.

  • Peak Financial Advisors reported no remaining Lifestance Health position as of Q4 2023 after selling out during the quarter.
  • Peak Financial Advisors sold 289,080 Lifestance Health shares in Q4 2023, an estimated $1.99M.
  • Peak Financial Advisors first reported a position in Lifestance Health in Q1 2023 and held it in 3 quarters.
  • Peak Financial Advisors's Lifestance Health position peaked at $2.53M in Q2 2023.
  • 120 funds tracked by Wall St. Rank held Lifestance Health as of Q4 2023.

Based on Peak Financial Advisors's 13F filing for Q4 2023, filed 10 Jan 2024.