Gradient Investments’s LiveOne LVO Stock Holding History

Gradient Investments’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
2023 Q3	–	Sell	-3	Closed	-$55	–	1867
2023 Q2	$55	Buy	+3	New	+$42	﹤0.01%	1711

Other funds holding LVO

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

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

RAM

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

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

RZH

Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return

Gradient Investments's LVO Position: Q3 2023 in Review

Gradient Investments sold out of LiveOne (LVO) in Q3 2023, closing a stake of 3 shares — an estimated $55 sold.

Gradient Investments first reported a position in LVO in Q2 2023 and held it in 1 quarter. The position peaked at $55 in Q2 2023. 45 funds tracked by Wall St. Rank hold LVO as of Q3 2023.

Gradient Investments reported no remaining LiveOne position as of Q3 2023 after selling out during the quarter.
Gradient Investments sold 3 LiveOne shares in Q3 2023, an estimated $55.
Gradient Investments first reported a position in LiveOne in Q2 2023 and held it in 1 quarter.
Gradient Investments's LiveOne position peaked at $55 in Q2 2023.
45 funds tracked by Wall St. Rank held LiveOne as of Q3 2023.

Based on Gradient Investments's 13F filing for Q3 2023, filed 27 Oct 2023.