SOA Wealth Advisors’s LifeVantage LFVN Stock Holding History

SOA Wealth 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 Q1	–	Sell	-572	Closed	-$3K	–	962
2021 Q4	$3K	Hold	572	–	–	﹤0.01%	732
2021 Q3	$3K	Hold	572	–	–	﹤0.01%	752
2021 Q2	$4K	Hold	572	–	–	﹤0.01%	696
2021 Q1	$5K	Hold	572	–	–	﹤0.01%	624
2020 Q4	$5K	Buy	+572	New	+$6.42K	﹤0.01%	612

Other funds holding LFVN

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Globeflex Capital San Diego, California $661M AUM 50.59% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PCM

Perkins Capital Management Wayzata, Minnesota $133M AUM 127.86% 1-Year Est. Return

SOA Wealth Advisors's LFVN Position: Q1 2022 in Review

SOA Wealth Advisors sold out of LifeVantage (LFVN) in Q1 2022, closing a stake of 572 shares — an estimated $3K sold.

SOA Wealth Advisors first reported a position in LFVN in Q4 2020 and held it in 5 quarters. The position peaked at $5K in Q1 2021. 49 funds tracked by Wall St. Rank hold LFVN as of Q1 2022.

SOA Wealth Advisors reported no remaining LifeVantage position as of Q1 2022 after selling out during the quarter.
SOA Wealth Advisors sold 572 LifeVantage shares in Q1 2022, an estimated $3K.
SOA Wealth Advisors first reported a position in LifeVantage in Q4 2020 and held it in 5 quarters.
SOA Wealth Advisors's LifeVantage position peaked at $5K in Q1 2021.
49 funds tracked by Wall St. Rank held LifeVantage as of Q1 2022.

Based on SOA Wealth Advisors's 13F filing for Q1 2022, filed 7 Apr 2022.