American Portfolios Advisors’s Live Oak Bancshares LOB Stock Holding History

American Portfolios Advisors’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
2022 Q3	$15.3K	Hold	500	–	–	﹤0.01%	2319
2022 Q2	$16.9K	Hold	500	–	–	﹤0.01%	2311
2022 Q1	$25.4K	Hold	500	–	–	﹤0.01%	2241
2021 Q4	$43.6K	Hold	500	–	–	﹤0.01%	1922
2021 Q3	$31.8K	Hold	500	–	–	﹤0.01%	2022
2021 Q2	$29.5K	Hold	500	–	–	﹤0.01%	2019
2021 Q1	$34.2K	Hold	500	–	–	﹤0.01%	1780
2020 Q4	$23.7K	Hold	500	–	–	﹤0.01%	1742
2020 Q3	$12.7K	Buy	+500	New	+$9.74K	﹤0.01%	1884

Other funds holding LOB

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Portfolios Advisors's LOB Position: Q3 2022 in Review

American Portfolios Advisors held its Live Oak Bancshares (LOB) position steady in Q3 2022 at 500 shares worth $15.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2319.

American Portfolios Advisors first reported a position in LOB in Q3 2020 and has held it in 9 quarters since. The position peaked at $43.6K in Q4 2021. 188 funds tracked by Wall St. Rank hold LOB as of Q3 2022.

American Portfolios Advisors held 500 shares of Live Oak Bancshares worth $15.3K as of Q3 2022.
American Portfolios Advisors left its Live Oak Bancshares share count unchanged in Q3 2022.
Live Oak Bancshares made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #2319 holding.
American Portfolios Advisors first reported a position in Live Oak Bancshares in Q3 2020 and has held it in 9 quarters since.
American Portfolios Advisors's Live Oak Bancshares position peaked at $43.6K in Q4 2021.
188 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.