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Acorn Financial Advisory Services’s Live Oak Bancshares LOB Stock Holding History

Acorn Financial Advisory Services’s Portfolio LOB Stock Details LOB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-4,300
Closed -$295K – 237
2021
Q1 		$295K Hold
4,300
– – 0.11% 168
2020
Q4 		$204K Buy
+4,300
New +$172K 0.08% 216

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BlackRock
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return

Acorn Financial Advisory Services's LOB Position: Q2 2021 in Review

Acorn Financial Advisory Services sold out of Live Oak Bancshares (LOB) in Q2 2021, closing a stake of 4,300 shares — an estimated $295K sold.

Acorn Financial Advisory Services first reported a position in LOB in Q4 2020 and held it in 2 quarters. The position peaked at $295K in Q1 2021. 164 funds tracked by Wall St. Rank hold LOB as of Q2 2021.

  • Acorn Financial Advisory Services reported no remaining Live Oak Bancshares position as of Q2 2021 after selling out during the quarter.
  • Acorn Financial Advisory Services sold 4,300 Live Oak Bancshares shares in Q2 2021, an estimated $295K.
  • Acorn Financial Advisory Services first reported a position in Live Oak Bancshares in Q4 2020 and held it in 2 quarters.
  • Acorn Financial Advisory Services's Live Oak Bancshares position peaked at $295K in Q1 2021.
  • 164 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q2 2021.

Based on Acorn Financial Advisory Services's 13F filing for Q2 2021, filed 23 Jul 2021.