Planned Solutions’s LifeVantage LFVN Stock Holding History

Planned Solutions’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	-285	Closed	-$3K	–	255
2020 Q4	$3K	Hold	285	–	–	﹤0.01%	422
2020 Q3	$3K	Buy	+285	New	+$3.85K	﹤0.01%	301

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 $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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

Planned Solutions's LFVN Position: Q1 2021 in Review

Planned Solutions sold out of LifeVantage (LFVN) in Q1 2021, closing a stake of 285 shares — an estimated $3K sold.

Planned Solutions first reported a position in LFVN in Q3 2020 and held it in 2 quarters. The position peaked at $3K in Q4 2020. 83 funds tracked by Wall St. Rank hold LFVN as of Q1 2021.

Planned Solutions reported no remaining LifeVantage position as of Q1 2021 after selling out during the quarter.
Planned Solutions sold 285 LifeVantage shares in Q1 2021, an estimated $3K.
Planned Solutions first reported a position in LifeVantage in Q3 2020 and held it in 2 quarters.
Planned Solutions's LifeVantage position peaked at $3K in Q4 2020.
83 funds tracked by Wall St. Rank held LifeVantage as of Q1 2021.

Based on Planned Solutions's 13F filing for Q1 2021, filed 29 Apr 2021.