TWA
LKFN icon

TCI Wealth Advisors’s Lakeland Financial Corp LKFN Stock Holding History

TCI Wealth Advisors’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
2023
Q2 		– Sell
-76
Closed -$4.76K – 1324
2023
Q1 		$4.76K Hold
76
– – ﹤0.01% 1569
2022
Q4 		$5.55K Hold
76
– – ﹤0.01% 1452
2022
Q3 		$6K Buy
76
+1
+1% +$75 ﹤0.01% 1353
2022
Q2 		$5K Hold
75
– – ﹤0.01% 1504
2022
Q1 		$5K Hold
75
– – ﹤0.01% 1567
2021
Q4 		$6K Hold
75
– – ﹤0.01% 1546
2021
Q3 		$5K Buy
+75
New +$4.88K ﹤0.01% 1616

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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TCI Wealth Advisors's LKFN Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Lakeland Financial Corp (LKFN) in Q2 2023, closing a stake of 76 shares — an estimated $4.76K sold.

TCI Wealth Advisors first reported a position in LKFN in Q3 2021 and held it in 7 quarters. The position peaked at $6K in Q3 2022. 197 funds tracked by Wall St. Rank hold LKFN as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Lakeland Financial Corp position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 76 Lakeland Financial Corp shares in Q2 2023, an estimated $4.76K.
  • TCI Wealth Advisors first reported a position in Lakeland Financial Corp in Q3 2021 and held it in 7 quarters.
  • TCI Wealth Advisors's Lakeland Financial Corp position peaked at $6K in Q3 2022.
  • 197 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.