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Private Advisor Group’s Lakeland Financial Corp LKFN Stock Holding History

Private Advisor Group’s Portfolio LKFN Stock Details LKFN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-1,642
Closed -$77K – 2634
2020
Q2 		$77K Buy
+1,642
New +$67.2K ﹤0.01% 1866

Other funds holding LKFN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Private Advisor Group's LKFN Position: Q3 2020 in Review

Private Advisor Group sold out of Lakeland Financial Corp (LKFN) in Q3 2020, closing a stake of 1,642 shares — an estimated $77K sold.

Private Advisor Group first reported a position in LKFN in Q2 2020 and held it in 1 quarter. The position peaked at $77K in Q2 2020. 139 funds tracked by Wall St. Rank hold LKFN as of Q3 2020.

  • Private Advisor Group reported no remaining Lakeland Financial Corp position as of Q3 2020 after selling out during the quarter.
  • Private Advisor Group sold 1,642 Lakeland Financial Corp shares in Q3 2020, an estimated $77K.
  • Private Advisor Group first reported a position in Lakeland Financial Corp in Q2 2020 and held it in 1 quarter.
  • Private Advisor Group's Lakeland Financial Corp position peaked at $77K in Q2 2020.
  • 139 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q3 2020.

Based on Private Advisor Group's 13F filing for Q3 2020, filed 2 Nov 2020.