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Stratos Wealth Partners’s Lifestance Health LFST Stock Holding History

Stratos Wealth Partners’s Portfolio LFST Stock Details LFST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-11,941
Closed -$93.5K – 1433
2023
Q4 		$93.5K Buy
+11,941
New +$77K ﹤0.01% 1328

Other funds holding LFST

TGA
TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return
SP
Summit Partners Boston, Massachusetts $670M AUM 6.71% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
RSCM
Rock Springs Capital Management Baltimore, Maryland $1.7B AUM 93.03% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Stratos Wealth Partners's LFST Position: Q1 2024 in Review

Stratos Wealth Partners sold out of Lifestance Health (LFST) in Q1 2024, closing a stake of 11,941 shares — an estimated $93.5K sold.

Stratos Wealth Partners first reported a position in LFST in Q4 2023 and held it in 1 quarter. The position peaked at $93.5K in Q4 2023. 124 funds tracked by Wall St. Rank hold LFST as of Q1 2024.

  • Stratos Wealth Partners reported no remaining Lifestance Health position as of Q1 2024 after selling out during the quarter.
  • Stratos Wealth Partners sold 11,941 Lifestance Health shares in Q1 2024, an estimated $93.5K.
  • Stratos Wealth Partners first reported a position in Lifestance Health in Q4 2023 and held it in 1 quarter.
  • Stratos Wealth Partners's Lifestance Health position peaked at $93.5K in Q4 2023.
  • 124 funds tracked by Wall St. Rank held Lifestance Health as of Q1 2024.

Based on Stratos Wealth Partners's 13F filing for Q1 2024, filed 16 Apr 2024.