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Carolinas Wealth Consulting’s LivaNova LIVN Stock Holding History

Carolinas Wealth Consulting’s Portfolio LIVN Stock Details LIVN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-8
Closed -$409 – 1113
2023
Q4 		$409 Hold
8
– – ﹤0.01% 950
2023
Q3 		$388 Buy
+8
New +$439 ﹤0.01% 960

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Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Carolinas Wealth Consulting's LIVN Position: Q1 2024 in Review

Carolinas Wealth Consulting sold out of LivaNova (LIVN) in Q1 2024, closing a stake of 8 shares — an estimated $409 sold.

Carolinas Wealth Consulting first reported a position in LIVN in Q3 2023 and held it in 2 quarters. The position peaked at $409 in Q4 2023. 230 funds tracked by Wall St. Rank hold LIVN as of Q1 2024.

  • Carolinas Wealth Consulting reported no remaining LivaNova position as of Q1 2024 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 8 LivaNova shares in Q1 2024, an estimated $409.
  • Carolinas Wealth Consulting first reported a position in LivaNova in Q3 2023 and held it in 2 quarters.
  • Carolinas Wealth Consulting's LivaNova position peaked at $409 in Q4 2023.
  • 230 funds tracked by Wall St. Rank held LivaNova as of Q1 2024.

Based on Carolinas Wealth Consulting's 13F filing for Q1 2024, filed 15 May 2024.