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Wealth Management Resources’s LifeVantage LFVN Stock Holding History

Wealth Management Resources’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
2023
Q3 		– Sell
-2,931
Closed -$417K – 41
2023
Q2 		$417K Buy
+2,931
New +$12.1K 0.24% 31

Other funds holding LFVN

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
PCM
Perkins Capital Management Wayzata, Minnesota $133M AUM 127.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wealth Management Resources's LFVN Position: Q3 2023 in Review

Wealth Management Resources sold out of LifeVantage (LFVN) in Q3 2023, closing a stake of 2,931 shares — an estimated $417K sold.

Wealth Management Resources first reported a position in LFVN in Q2 2023 and held it in 1 quarter. The position peaked at $417K in Q2 2023. 53 funds tracked by Wall St. Rank hold LFVN as of Q3 2023.

  • Wealth Management Resources reported no remaining LifeVantage position as of Q3 2023 after selling out during the quarter.
  • Wealth Management Resources sold 2,931 LifeVantage shares in Q3 2023, an estimated $417K.
  • Wealth Management Resources first reported a position in LifeVantage in Q2 2023 and held it in 1 quarter.
  • Wealth Management Resources's LifeVantage position peaked at $417K in Q2 2023.
  • 53 funds tracked by Wall St. Rank held LifeVantage as of Q3 2023.

Based on Wealth Management Resources's 13F filing for Q3 2023, filed 25 Oct 2023.