Jones Financial Companies’s LiveOne LVO Stock Holding History

Jones Financial Companies’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	-100	Closed	-$1.06K	–	3467
2024 Q3	$1.06K	Buy	+100	New	+$1.51K	﹤0.01%	2799

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

Jones Financial Companies's LVO Position: Q4 2024 in Review

Jones Financial Companies sold out of LiveOne (LVO) in Q4 2024, closing a stake of 100 shares — an estimated $1.06K sold.

Jones Financial Companies first reported a position in LVO in Q3 2024 and held it in 1 quarter. The position peaked at $1.06K in Q3 2024. 64 funds tracked by Wall St. Rank hold LVO as of Q4 2024.

Jones Financial Companies reported no remaining LiveOne position as of Q4 2024 after selling out during the quarter.
Jones Financial Companies sold 100 LiveOne shares in Q4 2024, an estimated $1.06K.
Jones Financial Companies first reported a position in LiveOne in Q3 2024 and held it in 1 quarter.
Jones Financial Companies's LiveOne position peaked at $1.06K in Q3 2024.
64 funds tracked by Wall St. Rank held LiveOne as of Q4 2024.

Based on Jones Financial Companies's 13F filing for Q4 2024, filed 6 Feb 2025.