Heritage Wealth Advisors’s Live Nation Entertainment LYV Stock Holding History

Heritage Wealth 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	-230	Closed	-$19.1K	–	580
2023 Q3	$19.1K	Hold	230	–	–	﹤0.01%	385
2023 Q2	$21K	Hold	230	–	–	﹤0.01%	397
2023 Q1	$16.1K	Sell	230 -230	-50%	-$16.9K	﹤0.01%	412
2022 Q4	$32.1K	Hold	460	–	–	﹤0.01%	370
2022 Q3	$35K	Hold	460	–	–	﹤0.01%	329
2022 Q2	$38K	Hold	460	–	–	﹤0.01%	349
2022 Q1	$54K	Hold	460	–	–	﹤0.01%	311
2021 Q4	$55K	Hold	460	–	–	﹤0.01%	323
2021 Q3	$41.9K	Sell	460 -8,050	-95%	-$678K	﹤0.01%	332
2021 Q2	$745K	Sell	8,510 -7,650	-47%	-$656K	0.05%	109
2021 Q1	$1.37M	Hold	16,160	–	–	0.08%	71
2020 Q4	$1.19M	Buy	16,160 +15,700	+3,413%	+$991K	0.07%	82
2020 Q3	$24.8K	Hold	460	–	–	﹤0.01%	333
2020 Q2	$20.4K	Hold	460	–	–	﹤0.01%	331
2020 Q1	$20.9K	Sell	460 -1	-0.2%	-$62	﹤0.01%	320
2019 Q4	$32.9K	Buy	+461	New	+$31.2K	﹤0.01%	335

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

Heritage Wealth Advisors's LYV Position: Q4 2023 in Review

Heritage Wealth Advisors sold out of Live Nation Entertainment (LYV) in Q4 2023, closing a stake of 230 shares — an estimated $19.1K sold.

Heritage Wealth Advisors first reported a position in LYV in Q4 2019 and held it in 16 quarters. The position peaked at $1.37M in Q1 2021. 625 funds tracked by Wall St. Rank hold LYV as of Q4 2023.

Heritage Wealth Advisors reported no remaining Live Nation Entertainment position as of Q4 2023 after selling out during the quarter.
Heritage Wealth Advisors sold 230 Live Nation Entertainment shares in Q4 2023, an estimated $19.1K.
Heritage Wealth Advisors first reported a position in Live Nation Entertainment in Q4 2019 and held it in 16 quarters.
Heritage Wealth Advisors's Live Nation Entertainment position peaked at $1.37M in Q1 2021.
625 funds tracked by Wall St. Rank held Live Nation Entertainment as of Q4 2023.

Based on Heritage Wealth Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.