SF
LPX icon

Symphony Financial’s Louisiana-Pacific LPX Stock Holding History

Symphony Financial’s Portfolio LPX Stock Details LPX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2,500
Closed -$294K – 162
2024
Q4 		$294K Buy
+2,500
New +$272K 0.05% 180
2022
Q4 		– Sell
-6,200
Closed -$316K – 200
2022
Q3 		$316K Sell
6,200
-100
-2% -$5.68K 0.1% 162
2022
Q2 		$327K Buy
+6,300
New +$404K 0.1% 154

Other funds holding LPX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
5NCM
59 North Capital Management Houston, Texas $4.49B AUM 6.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

Symphony Financial's LPX Position: Q1 2025 in Review

Symphony Financial sold out of Louisiana-Pacific (LPX) in Q1 2025, closing a stake of 2,500 shares — an estimated $294K sold.

Symphony Financial first reported a position in LPX in Q2 2022 and held it in 3 quarters. The position peaked at $327K in Q2 2022. 478 funds tracked by Wall St. Rank hold LPX as of Q1 2025.

  • Symphony Financial reported no remaining Louisiana-Pacific position as of Q1 2025 after selling out during the quarter.
  • Symphony Financial sold 2,500 Louisiana-Pacific shares in Q1 2025, an estimated $294K.
  • Symphony Financial first reported a position in Louisiana-Pacific in Q2 2022 and held it in 3 quarters.
  • Symphony Financial's Louisiana-Pacific position peaked at $327K in Q2 2022.
  • 478 funds tracked by Wall St. Rank held Louisiana-Pacific as of Q1 2025.

Based on Symphony Financial's 13F filing for Q1 2025, filed 23 Apr 2025.