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Atria Wealth Solutions’s Live Oak Bancshares LOB Stock Holding History

Atria Wealth Solutions’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
Q2 		– Sell
-4,015
Closed -$204K – 1782
2022
Q1 		$204K Buy
+4,015
New +$257K ﹤0.01% 1590

Other funds holding LOB

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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
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Atria Wealth Solutions's LOB Position: Q2 2022 in Review

Atria Wealth Solutions sold out of Live Oak Bancshares (LOB) in Q2 2022, closing a stake of 4,015 shares — an estimated $204K sold.

Atria Wealth Solutions first reported a position in LOB in Q1 2022 and held it in 1 quarter. The position peaked at $204K in Q1 2022. 174 funds tracked by Wall St. Rank hold LOB as of Q2 2022.

  • Atria Wealth Solutions reported no remaining Live Oak Bancshares position as of Q2 2022 after selling out during the quarter.
  • Atria Wealth Solutions sold 4,015 Live Oak Bancshares shares in Q2 2022, an estimated $204K.
  • Atria Wealth Solutions first reported a position in Live Oak Bancshares in Q1 2022 and held it in 1 quarter.
  • Atria Wealth Solutions's Live Oak Bancshares position peaked at $204K in Q1 2022.
  • 174 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q2 2022.

Based on Atria Wealth Solutions's 13F filing for Q2 2022, filed 15 Aug 2022.