Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Live Oak Bancshares LOB Stock Holding History

Cambridge Investment Research 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
Q1 		– Sell
-3,077
Closed -$269K – 3245
2021
Q4 		$269K Buy
+3,077
New +$256K ﹤0.01% 2633
2021
Q2 		– Sell
-2,992
Closed -$205K – 3143
2021
Q1 		$205K Buy
+2,992
New +$157K ﹤0.01% 2603

Other funds holding LOB

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cambridge Investment Research Advisors's LOB Position: Q1 2022 in Review

Cambridge Investment Research Advisors sold out of Live Oak Bancshares (LOB) in Q1 2022, closing a stake of 3,077 shares — an estimated $269K sold.

Cambridge Investment Research Advisors first reported a position in LOB in Q1 2021 and held it in 2 quarters. The position peaked at $269K in Q4 2021. 207 funds tracked by Wall St. Rank hold LOB as of Q1 2022.

  • Cambridge Investment Research Advisors reported no remaining Live Oak Bancshares position as of Q1 2022 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 3,077 Live Oak Bancshares shares in Q1 2022, an estimated $269K.
  • Cambridge Investment Research Advisors first reported a position in Live Oak Bancshares in Q1 2021 and held it in 2 quarters.
  • Cambridge Investment Research Advisors's Live Oak Bancshares position peaked at $269K in Q4 2021.
  • 207 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q1 2022.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2022, filed 12 May 2022.