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Steward Partners Investment Advisory’s LifeVantage LFVN Stock Holding History

Steward Partners Investment Advisory’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
2024
Q1 		– Sell
-965
Closed -$5.79K – 3624
2023
Q4 		$5.79K Hold
965
– – ﹤0.01% 2907
2023
Q3 		$6.22K Hold
965
– – ﹤0.01% 2754
2023
Q2 		$4.2K Buy
+965
New +$3.98K ﹤0.01% 2843

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 $481B AUM 30.42% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
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
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
PCM
Perkins Capital Management Wayzata, Minnesota $133M AUM 127.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Steward Partners Investment Advisory's LFVN Position: Q1 2024 in Review

Steward Partners Investment Advisory sold out of LifeVantage (LFVN) in Q1 2024, closing a stake of 965 shares — an estimated $5.79K sold.

Steward Partners Investment Advisory first reported a position in LFVN in Q2 2023 and held it in 3 quarters. The position peaked at $6.22K in Q3 2023. 52 funds tracked by Wall St. Rank hold LFVN as of Q1 2024.

  • Steward Partners Investment Advisory reported no remaining LifeVantage position as of Q1 2024 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 965 LifeVantage shares in Q1 2024, an estimated $5.79K.
  • Steward Partners Investment Advisory first reported a position in LifeVantage in Q2 2023 and held it in 3 quarters.
  • Steward Partners Investment Advisory's LifeVantage position peaked at $6.22K in Q3 2023.
  • 52 funds tracked by Wall St. Rank held LifeVantage as of Q1 2024.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2024, filed 15 May 2024.