Simplex Trading
LOCL icon

Simplex Trading’s Local Bounti LOCL Stock Holding History

Simplex Trading’s Portfolio LOCL Stock Details LOCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-2,262
Closed -$23K – 9514
2023
Q1 		$23K Sell
2,262
-1,607
-42% -$17.2K ﹤0.01% 6782
2022
Q4 		$69K Buy
3,869
+1,654
+75% +$51.6K ﹤0.01% 5489
2022
Q3 		$81K Sell
2,215
-1,539
-41% -$72K ﹤0.01% 5807
2022
Q2 		$155K Buy
+3,754
New +$277K ﹤0.01% 4947

Other funds holding LOCL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MSR
Main Street Research Lakeville, Connecticut $1.72B AUM 48.78% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BP
BBR Partners New York $1.79B AUM 16.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SDWIA
Schwarz Dygos Wheeler Investment Advisors Minneapolis, Minnesota $482M AUM 18.94% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return