Waldron Private Wealth’s Lakeland Bancorp Inc LBAI Stock Holding History

Waldron Private Wealth’s Portfolio LBAI Stock Details LBAI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-24,791	Closed	-$300K	–	447
2024 Q1	$300K	Hold	24,791	–	–	0.01%	315
2023 Q4	$367K	Hold	24,791	–	–	0.02%	280
2023 Q3	$313K	Buy	+24,791	New	+$343K	0.02%	280
2023 Q2	–	Sell	-24,791	Closed	-$388K	–	429
2023 Q1	$388K	Hold	24,791	–	–	0.02%	294
2022 Q4	$396K	Hold	24,791	–	–	0.02%	263
2022 Q3	$396K	Hold	24,791	–	–	0.02%	263
2022 Q2	$362K	Hold	24,791	–	–	0.02%	277
2022 Q1	$414K	Hold	24,791	–	–	0.02%	273
2021 Q4	$470K	Hold	24,791	–	–	0.02%	256
2021 Q3	$437K	Hold	24,791	–	–	0.03%	237
2021 Q2	$433K	Buy	+24,791	New	+$450K	0.03%	229

Waldron Private Wealth's LBAI Position: Q2 2024 in Review

Waldron Private Wealth sold out of Lakeland Bancorp Inc (LBAI) in Q2 2024, closing a stake of 24,791 shares — an estimated $300K sold.

Waldron Private Wealth first reported a position in LBAI in Q2 2021 and held it in 11 quarters. The position peaked at $470K in Q4 2021. 0 funds tracked by Wall St. Rank hold LBAI as of Q2 2024.

Waldron Private Wealth reported no remaining Lakeland Bancorp Inc position as of Q2 2024 after selling out during the quarter.
Waldron Private Wealth sold 24,791 Lakeland Bancorp Inc shares in Q2 2024, an estimated $300K.
Waldron Private Wealth first reported a position in Lakeland Bancorp Inc in Q2 2021 and held it in 11 quarters.
Waldron Private Wealth's Lakeland Bancorp Inc position peaked at $470K in Q4 2021.
0 funds tracked by Wall St. Rank held Lakeland Bancorp Inc as of Q2 2024.

Based on Waldron Private Wealth's 13F filing for Q2 2024, filed 31 Jul 2024.