SFS
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Sowell Financial Services’s LifeVantage LFVN Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-1,139
Closed -$9K – 1748
2021
Q1 		$9K Buy
1,139
+223
+24% +$2.08K ﹤0.01% 2364
2020
Q4 		$9K Hold
916
– – ﹤0.01% 2069
2020
Q3 		$11K Hold
916
– – ﹤0.01% 1778
2020
Q2 		$12K Hold
916
– – ﹤0.01% 1628
2020
Q1 		$9K Hold
916
– – ﹤0.01% 1637
2019
Q4 		$14K Sell
916
-715
-44% -$10.5K ﹤0.01% 1565
2019
Q3 		$22K Buy
+1,631
New +$19.9K ﹤0.01% 1245

Other funds holding LFVN

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $27.2B AUM 43.16% 1-Year Est. Return
GC
Globeflex Capital San Diego, California $783M AUM 81.58% 1-Year Est. Return

Sowell Financial Services's LFVN Position: Q2 2021 in Review

Sowell Financial Services sold out of LifeVantage (LFVN) in Q2 2021, closing a stake of 1,139 shares — an estimated $9K sold.

Sowell Financial Services first reported a position in LFVN in Q3 2019 and held it in 7 quarters. The position peaked at $22K in Q3 2019. 76 funds tracked by Wall St. Rank hold LFVN as of Q2 2021.

  • Sowell Financial Services reported no remaining LifeVantage position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 1,139 LifeVantage shares in Q2 2021, an estimated $9K.
  • Sowell Financial Services first reported a position in LifeVantage in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's LifeVantage position peaked at $22K in Q3 2019.
  • 76 funds tracked by Wall St. Rank held LifeVantage as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.