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Delos Wealth Advisors’s LivaNova LIVN Stock Holding History

Delos Wealth Advisors’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
Q4 		– Sell
-30
Closed -$1.58K – 210
2024
Q3 		$1.58K Hold
30
– – ﹤0.01% 154
2024
Q2 		$1.65K Hold
30
– – ﹤0.01% 226
2024
Q1 		$1.68K Hold
30
– – ﹤0.01% 225
2023
Q4 		$1.55K Hold
30
– – ﹤0.01% 150
2023
Q3 		$1.67K Hold
30
– – ﹤0.01% 184
2023
Q2 		$1.54K Hold
30
– – ﹤0.01% 187
2023
Q1 		$1.31K Buy
+30
New +$1.52K ﹤0.01% 201

Other funds holding LIVN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
RG
Redmile Group San Francisco, California $1.49B AUM 208.7% 1-Year Est. Return

Delos Wealth Advisors's LIVN Position: Q4 2024 in Review

Delos Wealth Advisors sold out of LivaNova (LIVN) in Q4 2024, closing a stake of 30 shares — an estimated $1.58K sold.

Delos Wealth Advisors first reported a position in LIVN in Q1 2023 and held it in 7 quarters. The position peaked at $1.68K in Q1 2024. 256 funds tracked by Wall St. Rank hold LIVN as of Q4 2024.

  • Delos Wealth Advisors reported no remaining LivaNova position as of Q4 2024 after selling out during the quarter.
  • Delos Wealth Advisors sold 30 LivaNova shares in Q4 2024, an estimated $1.58K.
  • Delos Wealth Advisors first reported a position in LivaNova in Q1 2023 and held it in 7 quarters.
  • Delos Wealth Advisors's LivaNova position peaked at $1.68K in Q1 2024.
  • 256 funds tracked by Wall St. Rank held LivaNova as of Q4 2024.

Based on Delos Wealth Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.