PWA
LFVN icon

Phoenix Wealth Advisors’s LifeVantage LFVN Stock Holding History

Phoenix Wealth Advisors’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
Q4 		– Sell
-100
Closed -$1K – 253
2021
Q3 		$1K Hold
100
– – ﹤0.01% 368
2021
Q2 		$1K Hold
100
– – ﹤0.01% 369
2021
Q1 		$1K Hold
100
– – ﹤0.01% 355
2020
Q4 		$1K Buy
+100
New +$1.12K ﹤0.01% 339

Other funds holding LFVN

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GC
Globeflex Capital San Diego, California $661M AUM 50.59% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Phoenix Wealth Advisors's LFVN Position: Q4 2021 in Review

Phoenix Wealth Advisors sold out of LifeVantage (LFVN) in Q4 2021, closing a stake of 100 shares — an estimated $1K sold.

Phoenix Wealth Advisors first reported a position in LFVN in Q4 2020 and held it in 4 quarters. The position peaked at $1K in Q3 2021. 51 funds tracked by Wall St. Rank hold LFVN as of Q4 2021.

  • Phoenix Wealth Advisors reported no remaining LifeVantage position as of Q4 2021 after selling out during the quarter.
  • Phoenix Wealth Advisors sold 100 LifeVantage shares in Q4 2021, an estimated $1K.
  • Phoenix Wealth Advisors first reported a position in LifeVantage in Q4 2020 and held it in 4 quarters.
  • Phoenix Wealth Advisors's LifeVantage position peaked at $1K in Q3 2021.
  • 51 funds tracked by Wall St. Rank held LifeVantage as of Q4 2021.

Based on Phoenix Wealth Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.