Spire Wealth Management’s LifeVantage LFVN Stock Holding History

Spire Wealth Management’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
2023 Q3	–	Sell	-200	Closed	-$870	–	2422
2023 Q2	$870	Hold	200	–	–	﹤0.01%	2326
2023 Q1	$718	Hold	200	–	–	﹤0.01%	2429
2022 Q4	$1K	Hold	200	–	–	﹤0.01%	2205
2022 Q3	$1K	Hold	200	–	–	﹤0.01%	2096
2022 Q2	$1K	Buy	+200	New	+$873	﹤0.01%	2533
2022 Q1	–	Sell	-200	Closed	-$1K	–	2719
2021 Q4	$1K	Hold	200	–	–	﹤0.01%	2876
2021 Q3	$1K	Hold	200	–	–	﹤0.01%	2534
2021 Q2	$1K	Hold	200	–	–	﹤0.01%	2541
2021 Q1	$2K	Buy	+200	New	+$1.87K	﹤0.01%	2858

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

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

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

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

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

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

PCM

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Spire Wealth Management's LFVN Position: Q3 2023 in Review

Spire Wealth Management sold out of LifeVantage (LFVN) in Q3 2023, closing a stake of 200 shares — an estimated $870 sold.

Spire Wealth Management first reported a position in LFVN in Q1 2021 and held it in 9 quarters. The position peaked at $2K in Q1 2021. 53 funds tracked by Wall St. Rank hold LFVN as of Q3 2023.

Spire Wealth Management reported no remaining LifeVantage position as of Q3 2023 after selling out during the quarter.
Spire Wealth Management sold 200 LifeVantage shares in Q3 2023, an estimated $870.
Spire Wealth Management first reported a position in LifeVantage in Q1 2021 and held it in 9 quarters.
Spire Wealth Management's LifeVantage position peaked at $2K in Q1 2021.
53 funds tracked by Wall St. Rank held LifeVantage as of Q3 2023.

Based on Spire Wealth Management's 13F filing for Q3 2023, filed 8 Nov 2023.