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TrustCore Financial Services’s LifeVantage LFVN Stock Holding History

TrustCore Financial Services’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
2022
Q2 		– Sell
-300
Closed -$1K – 1092
2022
Q1 		$1K Hold
300
– – ﹤0.01% 997
2021
Q4 		$2K Hold
300
– – ﹤0.01% 875
2021
Q3 		$2K Buy
+300
New +$2.21K ﹤0.01% 952

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Acadian Asset Management
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BlackRock
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
GC
Globeflex Capital San Diego, California $661M AUM 50.59% 1-Year Est. Return
PCM
Perkins Capital Management Wayzata, Minnesota $133M AUM 127.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TrustCore Financial Services's LFVN Position: Q2 2022 in Review

TrustCore Financial Services sold out of LifeVantage (LFVN) in Q2 2022, closing a stake of 300 shares — an estimated $1K sold.

TrustCore Financial Services first reported a position in LFVN in Q3 2021 and held it in 3 quarters. The position peaked at $2K in Q4 2021. 49 funds tracked by Wall St. Rank hold LFVN as of Q2 2022.

  • TrustCore Financial Services reported no remaining LifeVantage position as of Q2 2022 after selling out during the quarter.
  • TrustCore Financial Services sold 300 LifeVantage shares in Q2 2022, an estimated $1K.
  • TrustCore Financial Services first reported a position in LifeVantage in Q3 2021 and held it in 3 quarters.
  • TrustCore Financial Services's LifeVantage position peaked at $2K in Q4 2021.
  • 49 funds tracked by Wall St. Rank held LifeVantage as of Q2 2022.

Based on TrustCore Financial Services's 13F filing for Q2 2022, filed 26 Jul 2022.