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Professional Financial Advisors’s LifeVantage LFVN Stock Holding History

Professional Financial Advisors’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
2022
Q4 		– Sell
-2,555
Closed -$10K – 284
2022
Q3 		$10K Buy
2,555
+20
+0.8% +$81 0.01% 290
2022
Q2 		$11K Buy
2,535
+18
+0.7% +$79 0.01% 283
2022
Q1 		$12K Hold
2,517
– – 0.01% 289
2021
Q4 		$16K Hold
2,517
– – 0.01% 273
2021
Q3 		$17K Hold
2,517
– – 0.01% 223
2021
Q2 		$19K Hold
2,517
– – 0.01% 222
2021
Q1 		$24K Hold
2,517
– – 0.01% 180
2020
Q4 		$23K Hold
2,517
– – 0.02% 184
2020
Q3 		$28K Buy
+2,517
New +$34K 0.03% 145

Other funds holding LFVN

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GC
Globeflex Capital San Diego, California $661M AUM 50.59% 1-Year Est. Return
PCM
Perkins Capital Management Wayzata, Minnesota $133M AUM 127.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Professional Financial Advisors's LFVN Position: Q4 2022 in Review

Professional Financial Advisors sold out of LifeVantage (LFVN) in Q4 2022, closing a stake of 2,555 shares — an estimated $10K sold.

Professional Financial Advisors first reported a position in LFVN in Q3 2020 and held it in 9 quarters. The position peaked at $28K in Q3 2020. 44 funds tracked by Wall St. Rank hold LFVN as of Q4 2022.

  • Professional Financial Advisors reported no remaining LifeVantage position as of Q4 2022 after selling out during the quarter.
  • Professional Financial Advisors sold 2,555 LifeVantage shares in Q4 2022, an estimated $10K.
  • Professional Financial Advisors first reported a position in LifeVantage in Q3 2020 and held it in 9 quarters.
  • Professional Financial Advisors's LifeVantage position peaked at $28K in Q3 2020.
  • 44 funds tracked by Wall St. Rank held LifeVantage as of Q4 2022.

Based on Professional Financial Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.