TFA
LFVN icon

Tobias Financial Advisors’s LifeVantage LFVN Stock Holding History

Tobias Financial Advisors’s Portfolio LFVN Stock Details LFVN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-1,000
Closed -$15K – 175
2019
Q4 		$15K Buy
+1,000
New +$14.7K 0.01% 164

Other funds holding LFVN

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Tobias Financial Advisors's LFVN Position: Q1 2020 in Review

Tobias Financial Advisors sold out of LifeVantage (LFVN) in Q1 2020, closing a stake of 1,000 shares — an estimated $15K sold.

Tobias Financial Advisors first reported a position in LFVN in Q4 2019 and held it in 1 quarter. The position peaked at $15K in Q4 2019. 91 funds tracked by Wall St. Rank hold LFVN as of Q1 2020.

  • Tobias Financial Advisors reported no remaining LifeVantage position as of Q1 2020 after selling out during the quarter.
  • Tobias Financial Advisors sold 1,000 LifeVantage shares in Q1 2020, an estimated $15K.
  • Tobias Financial Advisors first reported a position in LifeVantage in Q4 2019 and held it in 1 quarter.
  • Tobias Financial Advisors's LifeVantage position peaked at $15K in Q4 2019.
  • 91 funds tracked by Wall St. Rank held LifeVantage as of Q1 2020.

Based on Tobias Financial Advisors's 13F filing for Q1 2020, filed 13 May 2020.