Capital Advisors Ltd’s Live Oak Bancshares LOB Stock Holding History

Capital Advisors Ltd’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	-19	Closed	–	–	1436
2023 Q1	$0	Buy	+19	New	+$596	﹤0.01%	1399

Other funds holding LOB

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Advisors Ltd's LOB Position: Q2 2023 in Review

Capital Advisors Ltd sold out of Live Oak Bancshares (LOB) in Q2 2023, closing a stake of 19 shares.

Capital Advisors Ltd first reported a position in LOB in Q1 2023 and held it in 1 quarter. The position peaked at $0 in Q1 2023. 160 funds tracked by Wall St. Rank hold LOB as of Q2 2023.

Capital Advisors Ltd reported no remaining Live Oak Bancshares position as of Q2 2023 after selling out during the quarter.
Capital Advisors Ltd sold 19 Live Oak Bancshares shares in Q2 2023.
Capital Advisors Ltd first reported a position in Live Oak Bancshares in Q1 2023 and held it in 1 quarter.
Capital Advisors Ltd's Live Oak Bancshares position peaked at $0 in Q1 2023.
160 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q2 2023.

Based on Capital Advisors Ltd's 13F filing for Q2 2023, filed 26 Jul 2023.