Capital Performance Advisors’s LiveWire LVWR Stock Holding History

Capital Performance Advisors’s Portfolio LVWR Stock Details LVWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-71	Closed	-$433	–	1588
2024 Q3	$433	Buy	+71	New	+$485	﹤0.01%	2313

Other funds holding LVWR

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Performance Advisors's LVWR Position: Q4 2024 in Review

Capital Performance Advisors sold out of LiveWire (LVWR) in Q4 2024, closing a stake of 71 shares — an estimated $433 sold.

Capital Performance Advisors first reported a position in LVWR in Q3 2024 and held it in 1 quarter. The position peaked at $433 in Q3 2024. 42 funds tracked by Wall St. Rank hold LVWR as of Q4 2024.

Capital Performance Advisors reported no remaining LiveWire position as of Q4 2024 after selling out during the quarter.
Capital Performance Advisors sold 71 LiveWire shares in Q4 2024, an estimated $433.
Capital Performance Advisors first reported a position in LiveWire in Q3 2024 and held it in 1 quarter.
Capital Performance Advisors's LiveWire position peaked at $433 in Q3 2024.
42 funds tracked by Wall St. Rank held LiveWire as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.