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U.S. Capital Wealth Advisors’s Local Bounti LOCL Stock Holding History

U.S. Capital Wealth Advisors’s Portfolio LOCL Stock Details LOCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-46
Closed -$834 – 1136
2022
Q4 		$834 Buy
+46
New +$1.44K ﹤0.01% 1543

Other funds holding LOCL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MSR
Main Street Research Lakeville, Connecticut $1.72B AUM 48.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BP
BBR Partners New York $1.79B AUM 16.83% 1-Year Est. Return
SDWIA
Schwarz Dygos Wheeler Investment Advisors Minneapolis, Minnesota $482M AUM 18.94% 1-Year Est. Return

U.S. Capital Wealth Advisors's LOCL Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of Local Bounti (LOCL) in Q1 2023, closing a stake of 46 shares — an estimated $834 sold.

U.S. Capital Wealth Advisors first reported a position in LOCL in Q4 2022 and held it in 1 quarter. The position peaked at $834 in Q4 2022. 56 funds tracked by Wall St. Rank hold LOCL as of Q1 2023.

  • U.S. Capital Wealth Advisors reported no remaining Local Bounti position as of Q1 2023 after selling out during the quarter.
  • U.S. Capital Wealth Advisors sold 46 Local Bounti shares in Q1 2023, an estimated $834.
  • U.S. Capital Wealth Advisors first reported a position in Local Bounti in Q4 2022 and held it in 1 quarter.
  • U.S. Capital Wealth Advisors's Local Bounti position peaked at $834 in Q4 2022.
  • 56 funds tracked by Wall St. Rank held Local Bounti as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.