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Sugarloaf Wealth Management’s Laird Superfood LSF Stock Holding History

Sugarloaf Wealth Management’s Portfolio LSF Stock Details LSF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-19
Closed -$1K – 831
2022
Q3 		$1K Hold
19
– – ﹤0.01% 778
2022
Q2 		$0 Hold
19
– – ﹤0.01% 810
2022
Q1 		$0 Hold
19
– – ﹤0.01% 739
2021
Q4 		$0 Hold
19
– – ﹤0.01% 766
2021
Q3 		$0 Hold
19
– – ﹤0.01% 784
2021
Q2 		$1K Hold
19
– – ﹤0.01% 721
2021
Q1 		$1 Hold
19
– – ﹤0.01% 715
2020
Q4 		$1K Buy
+19
New +$896 ﹤0.01% 682

Other funds holding LSF

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ECM
Evolution Capital Management Crystal Bay, Nevada $29M AUM 2.56% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 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

Sugarloaf Wealth Management's LSF Position: Q4 2022 in Review

Sugarloaf Wealth Management sold out of Laird Superfood (LSF) in Q4 2022, closing a stake of 19 shares — an estimated $1K sold.

Sugarloaf Wealth Management first reported a position in LSF in Q4 2020 and held it in 8 quarters. The position peaked at $1K in Q3 2022. 33 funds tracked by Wall St. Rank hold LSF as of Q4 2022.

  • Sugarloaf Wealth Management reported no remaining Laird Superfood position as of Q4 2022 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 19 Laird Superfood shares in Q4 2022, an estimated $1K.
  • Sugarloaf Wealth Management first reported a position in Laird Superfood in Q4 2020 and held it in 8 quarters.
  • Sugarloaf Wealth Management's Laird Superfood position peaked at $1K in Q3 2022.
  • 33 funds tracked by Wall St. Rank held Laird Superfood as of Q4 2022.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.