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Summit Wealth & Retirement Planning’s Las Vegas Sands LVS Stock Holding History

Summit Wealth & Retirement Planning’s Portfolio LVS Stock Details LVS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-10,819
Closed -$747K – 124
2019
Q4 		$747K Sell
10,819
-1,730
-14% -$108K 0.33% 63
2019
Q3 		$725K Sell
12,549
-250
-2% -$14.6K 0.44% 55
2019
Q2 		$756K Buy
12,799
+2,111
+20% +$131K 0.44% 54
2019
Q1 		$652K Buy
10,688
+4,868
+84% +$287K 0.39% 66
2018
Q4 		$303K Buy
+5,820
New +$315K 0.23% 89

Other funds holding LVS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
DCP
D1 Capital Partners New York $34.8B AUM 11.34% 1-Year Est. Return
MCM
Melvin Capital Management New York $9.86B AUM 16.31% 1-Year Est. Return

Summit Wealth & Retirement Planning's LVS Position: Q1 2020 in Review

Summit Wealth & Retirement Planning sold out of Las Vegas Sands (LVS) in Q1 2020, closing a stake of 10,819 shares — an estimated $747K sold.

Summit Wealth & Retirement Planning first reported a position in LVS in Q4 2018 and held it in 5 quarters. The position peaked at $756K in Q2 2019. 599 funds tracked by Wall St. Rank hold LVS as of Q1 2020.

  • Summit Wealth & Retirement Planning reported no remaining Las Vegas Sands position as of Q1 2020 after selling out during the quarter.
  • Summit Wealth & Retirement Planning sold 10,819 Las Vegas Sands shares in Q1 2020, an estimated $747K.
  • Summit Wealth & Retirement Planning first reported a position in Las Vegas Sands in Q4 2018 and held it in 5 quarters.
  • Summit Wealth & Retirement Planning's Las Vegas Sands position peaked at $756K in Q2 2019.
  • 599 funds tracked by Wall St. Rank held Las Vegas Sands as of Q1 2020.

Based on Summit Wealth & Retirement Planning's 13F filing for Q1 2020, filed 11 May 2020.