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Private Wealth Management Group’s Lifecore Biomedical LFCR Stock Holding History

Private Wealth Management Group’s Portfolio LFCR Stock Details LFCR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-229
Closed -$1.22K – 1565
2024
Q1 		$1.22K Hold
229
– – ﹤0.01% 1189
2023
Q4 		$1.42K Buy
+229
New +$1.59K ﹤0.01% 1131

Other funds holding LFCR

WC
Wynnefield Capital New York $148M AUM 32.71% 1-Year Est. Return
2L
22NW LP Seattle, Washington $146M AUM 29.83% 1-Year Est. Return
LPAM
Legion Partners Asset Management Los Angeles, California $138M AUM 53.69% 1-Year Est. Return
GRIM
Greenhaven Road Investment Management Greenwich, Connecticut $145M AUM 13.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
3C
325 Capital New York $274M AUM 49.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return

Private Wealth Management Group's LFCR Position: Q2 2024 in Review

Private Wealth Management Group sold out of Lifecore Biomedical (LFCR) in Q2 2024, closing a stake of 229 shares — an estimated $1.22K sold.

Private Wealth Management Group first reported a position in LFCR in Q4 2023 and held it in 2 quarters. The position peaked at $1.42K in Q4 2023. 75 funds tracked by Wall St. Rank hold LFCR as of Q2 2024.

  • Private Wealth Management Group reported no remaining Lifecore Biomedical position as of Q2 2024 after selling out during the quarter.
  • Private Wealth Management Group sold 229 Lifecore Biomedical shares in Q2 2024, an estimated $1.22K.
  • Private Wealth Management Group first reported a position in Lifecore Biomedical in Q4 2023 and held it in 2 quarters.
  • Private Wealth Management Group's Lifecore Biomedical position peaked at $1.42K in Q4 2023.
  • 75 funds tracked by Wall St. Rank held Lifecore Biomedical as of Q2 2024.

Based on Private Wealth Management Group's 13F filing for Q2 2024, filed 13 Aug 2024.