Steward Partners Investment Advisory’s Lightbridge LTBR Stock Holding History

Steward Partners Investment Advisory’s Portfolio LTBR Stock Details LTBR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-22,300	Closed	-$105K	–	4096
2024 Q4	$105K	Buy	+22,300	New	+$133K	﹤0.01%	1951
2021 Q1	–	Sell	-1	Closed	–	–	3462
2020 Q4	$0	Buy	+1	New	+$3	﹤0.01%	2951
2020 Q3	–	Sell	-1	Closed	–	–	2802
2020 Q2	$0	Buy	+1	New	+$5	﹤0.01%	2709
2020 Q1	–	Sell	-1	Closed	–	–	2615
2019 Q4	$0	Hold	1	–	–	﹤0.01%	2678
2019 Q3	$0	Hold	1	–	–	﹤0.01%	2701
2019 Q2	$0	Buy	+1	New	+$10	﹤0.01%	2658

Other funds holding LTBR

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

TIM

Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return

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

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

Steward Partners Investment Advisory's LTBR Position: Q1 2025 in Review

Steward Partners Investment Advisory sold out of Lightbridge (LTBR) in Q1 2025, closing a stake of 22,300 shares — an estimated $105K sold.

Steward Partners Investment Advisory first reported a position in LTBR in Q2 2019 and held it in 6 quarters. The position peaked at $105K in Q4 2024. 61 funds tracked by Wall St. Rank hold LTBR as of Q1 2025.

Steward Partners Investment Advisory reported no remaining Lightbridge position as of Q1 2025 after selling out during the quarter.
Steward Partners Investment Advisory sold 22,300 Lightbridge shares in Q1 2025, an estimated $105K.
Steward Partners Investment Advisory first reported a position in Lightbridge in Q2 2019 and held it in 6 quarters.
Steward Partners Investment Advisory's Lightbridge position peaked at $105K in Q4 2024.
61 funds tracked by Wall St. Rank held Lightbridge as of Q1 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2025, filed 13 May 2025.