TWM
LHCG

Tradition Wealth Management’s LHC Group LLC LHCG Stock Holding History

Tradition Wealth Management’s Portfolio LHCG Stock Details LHCG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-100
Closed -$16K – 1322
2022
Q4 		$16K Hold
100
– – ﹤0.01% 800
2022
Q3 		$16K Hold
100
– – ﹤0.01% 820
2022
Q2 		$16K Hold
100
– – ﹤0.01% 707
2022
Q1 		$17K Hold
100
– – ﹤0.01% 763
2021
Q4 		$14K Sell
100
-115
-53% -$15.7K ﹤0.01% 832
2021
Q3 		$34K Hold
215
– – ﹤0.01% 616
2021
Q2 		$43K Hold
215
– – 0.01% 567
2021
Q1 		$41K Hold
215
– – 0.01% 477
2020
Q4 		$46K Buy
+215
New +$45.8K 0.01% 430

Other funds holding LHCG

LIC
Laurus Investment Counsel Toronto, Canada $102M AUM 0% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Tradition Wealth Management's LHCG Position: Q1 2023 in Review

Tradition Wealth Management sold out of LHC Group LLC (LHCG) in Q1 2023, closing a stake of 100 shares — an estimated $16K sold.

Tradition Wealth Management first reported a position in LHCG in Q4 2020 and held it in 9 quarters. The position peaked at $46K in Q4 2020. 2 funds tracked by Wall St. Rank hold LHCG as of Q1 2023.

  • Tradition Wealth Management reported no remaining LHC Group LLC position as of Q1 2023 after selling out during the quarter.
  • Tradition Wealth Management sold 100 LHC Group LLC shares in Q1 2023, an estimated $16K.
  • Tradition Wealth Management first reported a position in LHC Group LLC in Q4 2020 and held it in 9 quarters.
  • Tradition Wealth Management's LHC Group LLC position peaked at $46K in Q4 2020.
  • 2 funds tracked by Wall St. Rank held LHC Group LLC as of Q1 2023.

Based on Tradition Wealth Management's 13F filing for Q1 2023, filed 12 May 2023.