Tarbox Family Office’s Alliant Energy LNT Stock Holding History

Tarbox Family Office’s Portfolio LNT Stock Details LNT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-112	Closed	-$7K	–	608
2022 Q1	$7K	Hold	112	–	–	﹤0.01%	443
2021 Q4	$7K	Buy	112 +2	+2%	+$115	﹤0.01%	522
2021 Q3	$6K	Hold	110	–	–	﹤0.01%	596
2021 Q2	$6K	Hold	110	–	–	﹤0.01%	592
2021 Q1	$6K	Hold	110	–	–	﹤0.01%	517
2020 Q4	$6K	Hold	110	–	–	﹤0.01%	486
2020 Q3	$6K	Hold	110	–	–	﹤0.01%	456
2020 Q2	$5K	Sell	110 -36	-25%	-$1.75K	﹤0.01%	482
2020 Q1	$7K	Buy	146 +36	+33%	+$1.97K	﹤0.01%	375
2019 Q4	$6K	Hold	110	–	–	﹤0.01%	464
2019 Q3	$6K	Hold	110	–	–	﹤0.01%	429
2019 Q2	$5K	Buy	110 +56	+104%	+$2.67K	﹤0.01%	453
2019 Q1	$3K	Hold	54	–	–	﹤0.01%	455
2018 Q4	$2K	Hold	54	–	–	﹤0.01%	494
2018 Q3	$2K	Hold	54	–	–	﹤0.01%	520
2018 Q2	$2K	Hold	54	–	–	﹤0.01%	513
2018 Q1	$2K	Hold	54	–	–	﹤0.01%	517
2017 Q4	$2K	Hold	54	–	–	﹤0.01%	506
2017 Q3	$2K	Buy	+54	New	+$2.25K	﹤0.01%	501

Other funds holding LNT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Tarbox Family Office's LNT Position: Q2 2022 in Review

Tarbox Family Office sold out of Alliant Energy (LNT) in Q2 2022, closing a stake of 112 shares — an estimated $7K sold.

Tarbox Family Office first reported a position in LNT in Q3 2017 and held it in 19 quarters. The position peaked at $7K in Q1 2022. 658 funds tracked by Wall St. Rank hold LNT as of Q2 2022.

Tarbox Family Office reported no remaining Alliant Energy position as of Q2 2022 after selling out during the quarter.
Tarbox Family Office sold 112 Alliant Energy shares in Q2 2022, an estimated $7K.
Tarbox Family Office first reported a position in Alliant Energy in Q3 2017 and held it in 19 quarters.
Tarbox Family Office's Alliant Energy position peaked at $7K in Q1 2022.
658 funds tracked by Wall St. Rank held Alliant Energy as of Q2 2022.

Based on Tarbox Family Office's 13F filing for Q2 2022, filed 19 Jul 2022.