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Focus Partners Advisor Solutions’s Live Oak Bancshares LOB Stock Holding History

Focus Partners Advisor Solutions’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
2022
Q4 		– Sell
-8,476
Closed -$259K – 389
2022
Q3 		$259K Buy
+8,476
New +$304K 0.02% 334
2022
Q2 		– Sell
-5,103
Closed -$260K – 372
2022
Q1 		$260K Buy
5,103
+22
+0.4% +$1.41K 0.03% 270
2021
Q4 		$444K Buy
+5,081
New +$423K 0.09% 75

Other funds holding LOB

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Focus Partners Advisor Solutions's LOB Position: Q4 2022 in Review

Focus Partners Advisor Solutions sold out of Live Oak Bancshares (LOB) in Q4 2022, closing a stake of 8,476 shares — an estimated $259K sold.

Focus Partners Advisor Solutions first reported a position in LOB in Q4 2021 and held it in 3 quarters. The position peaked at $444K in Q4 2021. 188 funds tracked by Wall St. Rank hold LOB as of Q4 2022.

  • Focus Partners Advisor Solutions reported no remaining Live Oak Bancshares position as of Q4 2022 after selling out during the quarter.
  • Focus Partners Advisor Solutions sold 8,476 Live Oak Bancshares shares in Q4 2022, an estimated $259K.
  • Focus Partners Advisor Solutions first reported a position in Live Oak Bancshares in Q4 2021 and held it in 3 quarters.
  • Focus Partners Advisor Solutions's Live Oak Bancshares position peaked at $444K in Q4 2021.
  • 188 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q4 2022.

Based on Focus Partners Advisor Solutions's 13F filing for Q4 2022, filed 14 Feb 2023.