SOA Wealth Advisors’s Limbach Holdings LMB Stock Holding History

SOA Wealth Advisors’s Portfolio LMB Stock Details LMB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-284	Closed	-$9.01K	–	930
2023 Q3	$9.01K	Sell	284 -283	-50%	-$8.57K	﹤0.01%	541
2023 Q2	$14K	Buy	+567	New	+$11.4K	﹤0.01%	487

Other funds holding LMB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SOA Wealth Advisors's LMB Position: Q4 2023 in Review

SOA Wealth Advisors sold out of Limbach Holdings (LMB) in Q4 2023, closing a stake of 284 shares — an estimated $9.01K sold.

SOA Wealth Advisors first reported a position in LMB in Q2 2023 and held it in 2 quarters. The position peaked at $14K in Q2 2023. 121 funds tracked by Wall St. Rank hold LMB as of Q4 2023.

SOA Wealth Advisors reported no remaining Limbach Holdings position as of Q4 2023 after selling out during the quarter.
SOA Wealth Advisors sold 284 Limbach Holdings shares in Q4 2023, an estimated $9.01K.
SOA Wealth Advisors first reported a position in Limbach Holdings in Q2 2023 and held it in 2 quarters.
SOA Wealth Advisors's Limbach Holdings position peaked at $14K in Q2 2023.
121 funds tracked by Wall St. Rank held Limbach Holdings as of Q4 2023.

Based on SOA Wealth Advisors's 13F filing for Q4 2023, filed 10 Jan 2024.