SF
LCG

SBK Financial’s Sterling Capital Focus Equity ETF LCG Stock Holding History

SBK Financial’s Portfolio LCG Stock Details LCG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-200
Closed -$6K – 101
2021
Q4 		$6K Buy
+200
New +$6.18K ﹤0.01% 126

Other funds holding LCG

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CCA
Column Capital Advisors Indianapolis, Indiana $680M AUM 15.16% 1-Year Est. Return

SBK Financial's LCG Position: Q1 2022 in Review

SBK Financial sold out of Sterling Capital Focus Equity ETF (LCG) in Q1 2022, closing a stake of 200 shares — an estimated $6K sold.

SBK Financial first reported a position in LCG in Q4 2021 and held it in 1 quarter. The position peaked at $6K in Q4 2021. 10 funds tracked by Wall St. Rank hold LCG as of Q1 2022.

  • SBK Financial reported no remaining Sterling Capital Focus Equity ETF position as of Q1 2022 after selling out during the quarter.
  • SBK Financial sold 200 Sterling Capital Focus Equity ETF shares in Q1 2022, an estimated $6K.
  • SBK Financial first reported a position in Sterling Capital Focus Equity ETF in Q4 2021 and held it in 1 quarter.
  • SBK Financial's Sterling Capital Focus Equity ETF position peaked at $6K in Q4 2021.
  • 10 funds tracked by Wall St. Rank held Sterling Capital Focus Equity ETF as of Q1 2022.

Based on SBK Financial's 13F filing for Q1 2022, filed 13 May 2022.