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Stratos Wealth Partners’s LGI Homes LGIH Stock Holding History

Stratos Wealth Partners’s Portfolio LGIH Stock Details LGIH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-3,726
Closed -$310K – 998
2019
Q3 		$310K Sell
3,726
-566
-13% -$43.3K 0.01% 721
2019
Q2 		$307K Sell
4,292
-735
-15% -$51K 0.01% 730
2019
Q1 		$303K Buy
+5,027
New +$291K 0.01% 701
2018
Q2 		– Sell
-1,780
Closed -$126K – 1880
2018
Q1 		$126K Buy
+1,780
New +$120K 0.01% 1075

Other funds holding LGIH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AS
Altshuler Shaham Tel Aviv, Israel $8.04B AUM 44.04% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

Stratos Wealth Partners's LGIH Position: Q4 2019 in Review

Stratos Wealth Partners sold out of LGI Homes (LGIH) in Q4 2019, closing a stake of 3,726 shares — an estimated $310K sold.

Stratos Wealth Partners first reported a position in LGIH in Q1 2018 and held it in 4 quarters. The position peaked at $310K in Q3 2019. 202 funds tracked by Wall St. Rank hold LGIH as of Q4 2019.

  • Stratos Wealth Partners reported no remaining LGI Homes position as of Q4 2019 after selling out during the quarter.
  • Stratos Wealth Partners sold 3,726 LGI Homes shares in Q4 2019, an estimated $310K.
  • Stratos Wealth Partners first reported a position in LGI Homes in Q1 2018 and held it in 4 quarters.
  • Stratos Wealth Partners's LGI Homes position peaked at $310K in Q3 2019.
  • 202 funds tracked by Wall St. Rank held LGI Homes as of Q4 2019.

Based on Stratos Wealth Partners's 13F filing for Q4 2019, filed 29 Jan 2020.