Planned Solutions’s Lightbridge LTBR Stock Holding History

Planned Solutions’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
2021 Q1	–	Sell	-100	Closed	–	–	261
2020 Q4	$0	Buy	+100	New	+$322	﹤0.01%	465

Other funds holding LTBR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

SSA

Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TIM

Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Planned Solutions's LTBR Position: Q1 2021 in Review

Planned Solutions sold out of Lightbridge (LTBR) in Q1 2021, closing a stake of 100 shares.

Planned Solutions first reported a position in LTBR in Q4 2020 and held it in 1 quarter. The position peaked at $0 in Q4 2020. 16 funds tracked by Wall St. Rank hold LTBR as of Q1 2021.

Planned Solutions reported no remaining Lightbridge position as of Q1 2021 after selling out during the quarter.
Planned Solutions sold 100 Lightbridge shares in Q1 2021.
Planned Solutions first reported a position in Lightbridge in Q4 2020 and held it in 1 quarter.
Planned Solutions's Lightbridge position peaked at $0 in Q4 2020.
16 funds tracked by Wall St. Rank held Lightbridge as of Q1 2021.

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