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Baker Avenue Asset Management’s Live Oak Bancshares LOB Stock Holding History

Baker Avenue Asset Management’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
Q1 		– Sell
-37
Closed -$1.12K – 1701
2022
Q4 		$1.12K Buy
+37
New +$1.18K ﹤0.01% 1064

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State Street
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Ameriprise
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SAM
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Federated Hermes
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Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Baker Avenue Asset Management's LOB Position: Q1 2023 in Review

Baker Avenue Asset Management sold out of Live Oak Bancshares (LOB) in Q1 2023, closing a stake of 37 shares — an estimated $1.12K sold.

Baker Avenue Asset Management first reported a position in LOB in Q4 2022 and held it in 1 quarter. The position peaked at $1.12K in Q4 2022. 173 funds tracked by Wall St. Rank hold LOB as of Q1 2023.

  • Baker Avenue Asset Management reported no remaining Live Oak Bancshares position as of Q1 2023 after selling out during the quarter.
  • Baker Avenue Asset Management sold 37 Live Oak Bancshares shares in Q1 2023, an estimated $1.12K.
  • Baker Avenue Asset Management first reported a position in Live Oak Bancshares in Q4 2022 and held it in 1 quarter.
  • Baker Avenue Asset Management's Live Oak Bancshares position peaked at $1.12K in Q4 2022.
  • 173 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q1 2023.

Based on Baker Avenue Asset Management's 13F filing for Q1 2023, filed 16 May 2023.