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Selective Wealth Management’s LENSAR LNSR Stock Holding History

Selective Wealth Management’s Portfolio LNSR Stock Details LNSR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-10
Closed – – 466
2022
Q3 		$0 Hold
10
– – ﹤0.01% 803
2022
Q2 		$0 Hold
10
– – ﹤0.01% 804
2022
Q1 		$0 Hold
10
– – ﹤0.01% 765
2021
Q4 		$0 Hold
10
– – ﹤0.01% 684
2021
Q3 		$0 Hold
10
– – ﹤0.01% 601
2021
Q2 		$0 Hold
10
– – ﹤0.01% 526
2021
Q1 		$0 Hold
10
– – ﹤0.01% 410
2020
Q4 		$0 Buy
+10
New +$86 ﹤0.01% 374

Other funds holding LNSR

NRC
North Run Capital Boston, Massachusetts $43.5M AUM 38.24% 1-Year Est. Return
PWAM
Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return
MAP
Madison Avenue Partners New York $2.3B AUM 115.82% 1-Year Est. Return
SPC
Silver Point Capital Greenwich, Connecticut $1.3B AUM 18.3% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DA
DCF Advisers Greenwich, Connecticut $375M AUM 72.65% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Selective Wealth Management's LNSR Position: Q4 2022 in Review

Selective Wealth Management sold out of LENSAR (LNSR) in Q4 2022, closing a stake of 10 shares.

Selective Wealth Management first reported a position in LNSR in Q4 2020 and held it in 8 quarters. The position peaked at $0 in Q3 2022. 33 funds tracked by Wall St. Rank hold LNSR as of Q4 2022.

  • Selective Wealth Management reported no remaining LENSAR position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 10 LENSAR shares in Q4 2022.
  • Selective Wealth Management first reported a position in LENSAR in Q4 2020 and held it in 8 quarters.
  • Selective Wealth Management's LENSAR position peaked at $0 in Q3 2022.
  • 33 funds tracked by Wall St. Rank held LENSAR as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.