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WESPAC Advisors’s Lifestance Health LFST Stock Holding History

WESPAC Advisors’s Portfolio LFST Stock Details LFST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-13,036
Closed -$102K – 177
2023
Q4 		$102K Hold
13,036
– – 0.07% 151
2023
Q3 		$89.6K Buy
+13,036
New +$106K 0.07% 143

Other funds holding LFST

TGA
TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return
SP
Summit Partners Boston, Massachusetts $670M AUM 6.71% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
RSCM
Rock Springs Capital Management Baltimore, Maryland $1.7B AUM 93.03% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

WESPAC Advisors's LFST Position: Q1 2024 in Review

WESPAC Advisors sold out of Lifestance Health (LFST) in Q1 2024, closing a stake of 13,036 shares — an estimated $102K sold.

WESPAC Advisors first reported a position in LFST in Q3 2023 and held it in 2 quarters. The position peaked at $102K in Q4 2023. 124 funds tracked by Wall St. Rank hold LFST as of Q1 2024.

  • WESPAC Advisors reported no remaining Lifestance Health position as of Q1 2024 after selling out during the quarter.
  • WESPAC Advisors sold 13,036 Lifestance Health shares in Q1 2024, an estimated $102K.
  • WESPAC Advisors first reported a position in Lifestance Health in Q3 2023 and held it in 2 quarters.
  • WESPAC Advisors's Lifestance Health position peaked at $102K in Q4 2023.
  • 124 funds tracked by Wall St. Rank held Lifestance Health as of Q1 2024.

Based on WESPAC Advisors's 13F filing for Q1 2024, filed 24 Apr 2024.