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Engrave Wealth Partners’s Live Oak Bancshares LOB Stock Holding History

Engrave Wealth Partners’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
2020
Q3 		– Sell
-148
Closed -$2K – 265
2020
Q2 		$2K Buy
+148
New +$2.01K ﹤0.01% 402

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Capital Research Global Investors
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DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
State Street
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MCA
Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Engrave Wealth Partners's LOB Position: Q3 2020 in Review

Engrave Wealth Partners sold out of Live Oak Bancshares (LOB) in Q3 2020, closing a stake of 148 shares — an estimated $2K sold.

Engrave Wealth Partners first reported a position in LOB in Q2 2020 and held it in 1 quarter. The position peaked at $2K in Q2 2020. 117 funds tracked by Wall St. Rank hold LOB as of Q3 2020.

  • Engrave Wealth Partners reported no remaining Live Oak Bancshares position as of Q3 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 148 Live Oak Bancshares shares in Q3 2020, an estimated $2K.
  • Engrave Wealth Partners first reported a position in Live Oak Bancshares in Q2 2020 and held it in 1 quarter.
  • Engrave Wealth Partners's Live Oak Bancshares position peaked at $2K in Q2 2020.
  • 117 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.