Prime Capital Investment Advisors
LOB icon

Prime Capital Investment Advisors’s Live Oak Bancshares LOB Stock Holding History

Prime Capital Investment Advisors’s Portfolio LOB Stock Details LOB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-205
Closed -$14K – 473
2021
Q1 		$14K Sell
205
-144
-41% -$7.55K ﹤0.01% 407
2020
Q4 		$17K Buy
+349
New +$14K ﹤0.01% 385

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Driehaus Capital Management
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return

Prime Capital Investment Advisors's LOB Position: Q2 2021 in Review

Prime Capital Investment Advisors sold out of Live Oak Bancshares (LOB) in Q2 2021, closing a stake of 205 shares — an estimated $14K sold.

Prime Capital Investment Advisors first reported a position in LOB in Q4 2020 and held it in 2 quarters. The position peaked at $17K in Q4 2020. 164 funds tracked by Wall St. Rank hold LOB as of Q2 2021.

  • Prime Capital Investment Advisors reported no remaining Live Oak Bancshares position as of Q2 2021 after selling out during the quarter.
  • Prime Capital Investment Advisors sold 205 Live Oak Bancshares shares in Q2 2021, an estimated $14K.
  • Prime Capital Investment Advisors first reported a position in Live Oak Bancshares in Q4 2020 and held it in 2 quarters.
  • Prime Capital Investment Advisors's Live Oak Bancshares position peaked at $17K in Q4 2020.
  • 164 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q2 2021.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2021, filed 12 Aug 2021.