FFT Wealth Management’s LiveOne LVO Stock Holding History

FFT Wealth Management’s Portfolio LVO Stock Details LVO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-3,750	Closed	-$55.1K	–	154
2024 Q4	$55.1K	Hold	3,750	–	–	﹤0.01%	183
2024 Q3	$35.6K	Hold	3,750	–	–	﹤0.01%	166
2024 Q2	$58.9K	Hold	3,750	–	–	0.01%	155
2024 Q1	$73.1K	Hold	3,750	–	–	0.01%	154
2023 Q4	$52.1K	Hold	3,750	–	–	﹤0.01%	137
2023 Q3	$35.9K	Hold	3,750	–	–	﹤0.01%	113
2023 Q2	$66K	Buy	+3,750	New	+$52.9K	0.01%	130
2023 Q1	–	Sell	-3,750	Closed	-$24.1K	–	131
2022 Q4	$24.1K	Hold	3,750	–	–	﹤0.01%	119
2022 Q3	$27K	Hold	3,750	–	–	﹤0.01%	105
2022 Q2	$32K	Buy	+3,750	New	+$30.8K	﹤0.01%	50

Other funds holding LVO

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

JBFJ

James B. Fleming Jr $905K AUM 13.63% 1-Year Est. Return

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

RAM

Redmond Asset Management Henrico, Virginia $366M AUM 10.64% 1-Year Est. Return

FFT Wealth Management's LVO Position: Q1 2025 in Review

FFT Wealth Management sold out of LiveOne (LVO) in Q1 2025, closing a stake of 3,750 shares — an estimated $55.1K sold.

FFT Wealth Management first reported a position in LVO in Q2 2022 and held it in 10 quarters. The position peaked at $73.1K in Q1 2024. 67 funds tracked by Wall St. Rank hold LVO as of Q1 2025.

FFT Wealth Management reported no remaining LiveOne position as of Q1 2025 after selling out during the quarter.
FFT Wealth Management sold 3,750 LiveOne shares in Q1 2025, an estimated $55.1K.
FFT Wealth Management first reported a position in LiveOne in Q2 2022 and held it in 10 quarters.
FFT Wealth Management's LiveOne position peaked at $73.1K in Q1 2024.
67 funds tracked by Wall St. Rank held LiveOne as of Q1 2025.

Based on FFT Wealth Management's 13F filing for Q1 2025, filed 15 May 2025.