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Freedom Investment Management’s LiveOne LVO Stock Holding History

Freedom Investment 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
2022
Q2 		– Sell
-1,502
Closed -$12K – 792
2022
Q1 		$12K Sell
1,502
-1,261
-46% -$11K ﹤0.01% 771
2021
Q4 		$35K Buy
+2,763
New +$60.5K ﹤0.01% 853
2021
Q3 		– Sell
-2,951
Closed -$139K – 878
2021
Q2 		$139K Sell
2,951
-417
-12% -$18.1K 0.01% 841
2021
Q1 		$146K Buy
+3,368
New +$144K 0.01% 808

Other funds holding LVO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RCP
Rho Capital Partners New York $20.4M AUM
JBFJ
James B. Fleming Jr $905K AUM 13.63% 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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
E
Ergoteles New York $68.2M AUM 36.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Freedom Investment Management's LVO Position: Q2 2022 in Review

Freedom Investment Management sold out of LiveOne (LVO) in Q2 2022, closing a stake of 1,502 shares — an estimated $12K sold.

Freedom Investment Management first reported a position in LVO in Q1 2021 and held it in 4 quarters. The position peaked at $146K in Q1 2021. 51 funds tracked by Wall St. Rank hold LVO as of Q2 2022.

  • Freedom Investment Management reported no remaining LiveOne position as of Q2 2022 after selling out during the quarter.
  • Freedom Investment Management sold 1,502 LiveOne shares in Q2 2022, an estimated $12K.
  • Freedom Investment Management first reported a position in LiveOne in Q1 2021 and held it in 4 quarters.
  • Freedom Investment Management's LiveOne position peaked at $146K in Q1 2021.
  • 51 funds tracked by Wall St. Rank held LiveOne as of Q2 2022.

Based on Freedom Investment Management's 13F filing for Q2 2022, filed 8 Aug 2022.