Foundations Investment Advisors’s Live Nation Entertainment LYV Stock Holding History

Foundations Investment Advisors’s Portfolio LYV Stock Details LYV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-3,615	Closed	-$300K	–	708
2023 Q3	$300K	Buy	3,615 +822	+29%	+$71.6K	0.01%	509
2023 Q2	$254K	Buy	+2,793	New	+$218K	0.01%	502
2023 Q1	–	Sell	-2,982	Closed	-$208K	–	529
2022 Q4	$208K	Sell	2,982 -3,887	-57%	-$288K	0.01%	407
2022 Q3	$522K	Sell	6,869 -481	-7%	-$43.1K	0.02%	239
2022 Q2	$622K	Buy	7,350 +2,617	+55%	+$252K	0.03%	196
2022 Q1	$527K	Sell	4,733 -165	-3%	-$18.8K	0.02%	185
2021 Q4	$558K	Buy	4,898 +744	+18%	+$80.2K	0.02%	188
2021 Q3	$415K	Buy	4,154 +1,149	+38%	+$96.8K	0.02%	211
2021 Q2	$251K	Buy	+3,005	New	+$258K	0.01%	256

Other funds holding LYV

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

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

PIF

Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Foundations Investment Advisors's LYV Position: Q4 2023 in Review

Foundations Investment Advisors sold out of Live Nation Entertainment (LYV) in Q4 2023, closing a stake of 3,615 shares — an estimated $300K sold.

Foundations Investment Advisors first reported a position in LYV in Q2 2021 and held it in 9 quarters. The position peaked at $622K in Q2 2022. 625 funds tracked by Wall St. Rank hold LYV as of Q4 2023.

Foundations Investment Advisors reported no remaining Live Nation Entertainment position as of Q4 2023 after selling out during the quarter.
Foundations Investment Advisors sold 3,615 Live Nation Entertainment shares in Q4 2023, an estimated $300K.
Foundations Investment Advisors first reported a position in Live Nation Entertainment in Q2 2021 and held it in 9 quarters.
Foundations Investment Advisors's Live Nation Entertainment position peaked at $622K in Q2 2022.
625 funds tracked by Wall St. Rank held Live Nation Entertainment as of Q4 2023.

Based on Foundations Investment Advisors's 13F filing for Q4 2023, filed 8 Feb 2024.