AWA
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Authentikos Wealth Advisory’s Live Oak Bancshares LOB Stock Holding History

Authentikos Wealth Advisory’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
Q4 		– Sell
-46
Closed -$1.34K – 346
2023
Q3 		$1.34K Buy
+46
New +$1.48K ﹤0.01% 483

Other funds holding LOB

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Authentikos Wealth Advisory's LOB Position: Q4 2023 in Review

Authentikos Wealth Advisory sold out of Live Oak Bancshares (LOB) in Q4 2023, closing a stake of 46 shares — an estimated $1.34K sold.

Authentikos Wealth Advisory first reported a position in LOB in Q3 2023 and held it in 1 quarter. The position peaked at $1.34K in Q3 2023. 191 funds tracked by Wall St. Rank hold LOB as of Q4 2023.

  • Authentikos Wealth Advisory reported no remaining Live Oak Bancshares position as of Q4 2023 after selling out during the quarter.
  • Authentikos Wealth Advisory sold 46 Live Oak Bancshares shares in Q4 2023, an estimated $1.34K.
  • Authentikos Wealth Advisory first reported a position in Live Oak Bancshares in Q3 2023 and held it in 1 quarter.
  • Authentikos Wealth Advisory's Live Oak Bancshares position peaked at $1.34K in Q3 2023.
  • 191 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q4 2023.

Based on Authentikos Wealth Advisory's 13F filing for Q4 2023, filed 30 Jan 2024.