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Ameritas Advisory Services’s Live Oak Bancshares LOB Stock Holding History

Ameritas 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
2023
Q2 		– Sell
-175
Closed -$4.17K – 1697
2023
Q1 		$4.17K Buy
+175
New +$5.49K ﹤0.01% 2205

Other funds holding LOB

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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
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameritas Advisory Services's LOB Position: Q2 2023 in Review

Ameritas Advisory Services sold out of Live Oak Bancshares (LOB) in Q2 2023, closing a stake of 175 shares — an estimated $4.17K sold.

Ameritas Advisory Services first reported a position in LOB in Q1 2023 and held it in 1 quarter. The position peaked at $4.17K in Q1 2023. 160 funds tracked by Wall St. Rank hold LOB as of Q2 2023.

  • Ameritas Advisory Services reported no remaining Live Oak Bancshares position as of Q2 2023 after selling out during the quarter.
  • Ameritas Advisory Services sold 175 Live Oak Bancshares shares in Q2 2023, an estimated $4.17K.
  • Ameritas Advisory Services first reported a position in Live Oak Bancshares in Q1 2023 and held it in 1 quarter.
  • Ameritas Advisory Services's Live Oak Bancshares position peaked at $4.17K in Q1 2023.
  • 160 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q2 2023.

Based on Ameritas Advisory Services's 13F filing for Q2 2023, filed 25 Jul 2023.