PS
LFST icon

Principal Securities’s Lifestance Health LFST Stock Holding History

Principal Securities’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
2024
Q3 		– Sell
-544
Closed -$2.67K – 3494
2024
Q2 		$2.67K Hold
544
– – ﹤0.01% 2823
2024
Q1 		$3.36K Sell
544
-277
-34% -$1.86K ﹤0.01% 2729
2023
Q4 		$6.43K Buy
+821
New +$5.29K ﹤0.01% 2436

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Principal Securities's LFST Position: Q3 2024 in Review

Principal Securities sold out of Lifestance Health (LFST) in Q3 2024, closing a stake of 544 shares — an estimated $2.67K sold.

Principal Securities first reported a position in LFST in Q4 2023 and held it in 3 quarters. The position peaked at $6.43K in Q4 2023. 130 funds tracked by Wall St. Rank hold LFST as of Q3 2024.

  • Principal Securities reported no remaining Lifestance Health position as of Q3 2024 after selling out during the quarter.
  • Principal Securities sold 544 Lifestance Health shares in Q3 2024, an estimated $2.67K.
  • Principal Securities first reported a position in Lifestance Health in Q4 2023 and held it in 3 quarters.
  • Principal Securities's Lifestance Health position peaked at $6.43K in Q4 2023.
  • 130 funds tracked by Wall St. Rank held Lifestance Health as of Q3 2024.

Based on Principal Securities's 13F filing for Q3 2024, filed 28 Oct 2024.