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D'Orazio & Associates’s Live Oak Bancshares LOB Stock Holding History

D'Orazio & Associates’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
2021
Q4 		– Sell
-500
Closed -$32K – 432
2021
Q3 		$32K Hold
500
– – 0.01% 275
2021
Q2 		$30K Hold
500
– – 0.01% 211
2021
Q1 		$34K Hold
500
– – 0.01% 196
2020
Q4 		$24K Hold
500
– – 0.01% 205
2020
Q3 		$13K Buy
+500
New +$9.74K 0.01% 218

Other funds holding LOB

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

D'Orazio & Associates's LOB Position: Q4 2021 in Review

D'Orazio & Associates sold out of Live Oak Bancshares (LOB) in Q4 2021, closing a stake of 500 shares — an estimated $32K sold.

D'Orazio & Associates first reported a position in LOB in Q3 2020 and held it in 5 quarters. The position peaked at $34K in Q1 2021. 212 funds tracked by Wall St. Rank hold LOB as of Q4 2021.

  • D'Orazio & Associates reported no remaining Live Oak Bancshares position as of Q4 2021 after selling out during the quarter.
  • D'Orazio & Associates sold 500 Live Oak Bancshares shares in Q4 2021, an estimated $32K.
  • D'Orazio & Associates first reported a position in Live Oak Bancshares in Q3 2020 and held it in 5 quarters.
  • D'Orazio & Associates's Live Oak Bancshares position peaked at $34K in Q1 2021.
  • 212 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q4 2021.

Based on D'Orazio & Associates's 13F filing for Q4 2021, filed 7 Feb 2022.