SPIA
LMDX

Steward Partners Investment Advisory’s LumiraDx Limited Common Shares LMDX Stock Holding History

Steward Partners Investment Advisory’s Portfolio LMDX Stock Details LMDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-42
Closed -$10 – 3605
2023
Q3 		$10 Buy
+42
New +$16 ﹤0.01% 3367

Other funds holding LMDX

GF
Gates Foundation Seattle, Washington $43.5M AUM 14.19% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
AGM
Alpine Global Management New York $668M AUM 20.22% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B AUM 60.47% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Steward Partners Investment Advisory's LMDX Position: Q4 2023 in Review

Steward Partners Investment Advisory sold out of LumiraDx Limited Common Shares (LMDX) in Q4 2023, closing a stake of 42 shares — an estimated $10 sold.

Steward Partners Investment Advisory first reported a position in LMDX in Q3 2023 and held it in 1 quarter. The position peaked at $10 in Q3 2023. 33 funds tracked by Wall St. Rank hold LMDX as of Q4 2023.

  • Steward Partners Investment Advisory reported no remaining LumiraDx Limited Common Shares position as of Q4 2023 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 42 LumiraDx Limited Common Shares shares in Q4 2023, an estimated $10.
  • Steward Partners Investment Advisory first reported a position in LumiraDx Limited Common Shares in Q3 2023 and held it in 1 quarter.
  • Steward Partners Investment Advisory's LumiraDx Limited Common Shares position peaked at $10 in Q3 2023.
  • 33 funds tracked by Wall St. Rank held LumiraDx Limited Common Shares as of Q4 2023.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2023, filed 12 Feb 2024.