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SYSTM Wealth Solutions’s Lakeland Financial Corp LKFN Stock Holding History

SYSTM Wealth Solutions’s Portfolio LKFN Stock Details LKFN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-990
Closed -$65.7K – 829
2024
Q1 		$65.7K Hold
990
– – 0.01% 541
2023
Q4 		$64.5K Buy
+990
New +$54.6K 0.01% 537
2023
Q2 		– Sell
-4,209
Closed -$264K – 508
2023
Q1 		$264K Hold
4,209
– – 0.04% 403
2022
Q4 		$307K Buy
+4,209
New +$322K 0.04% 432

Other funds holding LKFN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

SYSTM Wealth Solutions's LKFN Position: Q2 2024 in Review

SYSTM Wealth Solutions sold out of Lakeland Financial Corp (LKFN) in Q2 2024, closing a stake of 990 shares — an estimated $65.7K sold.

SYSTM Wealth Solutions first reported a position in LKFN in Q4 2022 and held it in 4 quarters. The position peaked at $307K in Q4 2022. 216 funds tracked by Wall St. Rank hold LKFN as of Q2 2024.

  • SYSTM Wealth Solutions reported no remaining Lakeland Financial Corp position as of Q2 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 990 Lakeland Financial Corp shares in Q2 2024, an estimated $65.7K.
  • SYSTM Wealth Solutions first reported a position in Lakeland Financial Corp in Q4 2022 and held it in 4 quarters.
  • SYSTM Wealth Solutions's Lakeland Financial Corp position peaked at $307K in Q4 2022.
  • 216 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q2 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q2 2024, filed 12 Aug 2024.