HighTower Advisors’s LiveOne LVO Stock Holding History

HighTower Advisors’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
2024 Q4	–	Sell	-1,371	Closed	-$13K	–	3960
2024 Q3	$13K	Hold	1,371	–	–	﹤0.01%	3538
2024 Q2	$22K	Hold	1,371	–	–	﹤0.01%	3392
2024 Q1	$27K	Buy	+1,371	New	+$21.8K	﹤0.01%	3328

Other funds holding LVO

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

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

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

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

JBFJ

James B. Fleming Jr $905K AUM 13.63% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

AGM

Alpine Global Management New York $668M AUM 20.22% 1-Year Est. Return

HighTower Advisors's LVO Position: Q4 2024 in Review

HighTower Advisors sold out of LiveOne (LVO) in Q4 2024, closing a stake of 1,371 shares — an estimated $13K sold.

HighTower Advisors first reported a position in LVO in Q1 2024 and held it in 3 quarters. The position peaked at $27K in Q1 2024. 64 funds tracked by Wall St. Rank hold LVO as of Q4 2024.

HighTower Advisors reported no remaining LiveOne position as of Q4 2024 after selling out during the quarter.
HighTower Advisors sold 1,371 LiveOne shares in Q4 2024, an estimated $13K.
HighTower Advisors first reported a position in LiveOne in Q1 2024 and held it in 3 quarters.
HighTower Advisors's LiveOne position peaked at $27K in Q1 2024.
64 funds tracked by Wall St. Rank held LiveOne as of Q4 2024.

Based on HighTower Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.