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Washington Trust Advisors’s Lakeland Financial Corp LKFN Stock Holding History

Washington Trust Advisors’s Portfolio LKFN Stock Details LKFN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-97
Closed -$7K – 845
2022
Q3 		$7K Hold
97
– – ﹤0.01% 656
2022
Q2 		$6K Hold
97
– – ﹤0.01% 716
2022
Q1 		$7K Buy
+97
New +$7.75K ﹤0.01% 765

Other funds holding LKFN

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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Washington Trust Advisors's LKFN Position: Q4 2022 in Review

Washington Trust Advisors sold out of Lakeland Financial Corp (LKFN) in Q4 2022, closing a stake of 97 shares — an estimated $7K sold.

Washington Trust Advisors first reported a position in LKFN in Q1 2022 and held it in 3 quarters. The position peaked at $7K in Q3 2022. 228 funds tracked by Wall St. Rank hold LKFN as of Q4 2022.

  • Washington Trust Advisors reported no remaining Lakeland Financial Corp position as of Q4 2022 after selling out during the quarter.
  • Washington Trust Advisors sold 97 Lakeland Financial Corp shares in Q4 2022, an estimated $7K.
  • Washington Trust Advisors first reported a position in Lakeland Financial Corp in Q1 2022 and held it in 3 quarters.
  • Washington Trust Advisors's Lakeland Financial Corp position peaked at $7K in Q3 2022.
  • 228 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q4 2022.

Based on Washington Trust Advisors's 13F filing for Q4 2022, filed 8 Feb 2023.