FWM
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ForthRight Wealth Management’s Live Oak Bancshares LOB Stock Holding History

ForthRight Wealth Management’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
Q1 		– Sell
-200
Closed -$9K – 119
2020
Q4 		$9K Buy
+200
New +$8.02K 0.01% 130

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

ForthRight Wealth Management's LOB Position: Q1 2021 in Review

ForthRight Wealth Management sold out of Live Oak Bancshares (LOB) in Q1 2021, closing a stake of 200 shares — an estimated $9K sold.

ForthRight Wealth Management first reported a position in LOB in Q4 2020 and held it in 1 quarter. The position peaked at $9K in Q4 2020. 166 funds tracked by Wall St. Rank hold LOB as of Q1 2021.

  • ForthRight Wealth Management reported no remaining Live Oak Bancshares position as of Q1 2021 after selling out during the quarter.
  • ForthRight Wealth Management sold 200 Live Oak Bancshares shares in Q1 2021, an estimated $9K.
  • ForthRight Wealth Management first reported a position in Live Oak Bancshares in Q4 2020 and held it in 1 quarter.
  • ForthRight Wealth Management's Live Oak Bancshares position peaked at $9K in Q4 2020.
  • 166 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q1 2021.

Based on ForthRight Wealth Management's 13F filing for Q1 2021, filed 26 Apr 2021.