Principal Financial Group
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Principal Financial Group’s LiveOne LVO Stock Holding History

Principal Financial Group’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
2022
Q2 		– Sell
-1,006
Closed -$8K – 2591
2022
Q1 		$8K Hold
1,006
– – ﹤0.01% 2537
2021
Q4 		$13K Sell
1,006
-58
-5% -$1.27K ﹤0.01% 2517
2021
Q3 		$32K Buy
+1,064
New +$36.8K ﹤0.01% 2555

Other funds holding LVO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RCP
Rho Capital Partners New York $20.4M AUM
JBFJ
James B. Fleming Jr $905K AUM 13.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
E
Ergoteles New York $68.2M AUM 36.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Principal Financial Group's LVO Position: Q2 2022 in Review

Principal Financial Group sold out of LiveOne (LVO) in Q2 2022, closing a stake of 1,006 shares — an estimated $8K sold.

Principal Financial Group first reported a position in LVO in Q3 2021 and held it in 3 quarters. The position peaked at $32K in Q3 2021. 51 funds tracked by Wall St. Rank hold LVO as of Q2 2022.

  • Principal Financial Group reported no remaining LiveOne position as of Q2 2022 after selling out during the quarter.
  • Principal Financial Group sold 1,006 LiveOne shares in Q2 2022, an estimated $8K.
  • Principal Financial Group first reported a position in LiveOne in Q3 2021 and held it in 3 quarters.
  • Principal Financial Group's LiveOne position peaked at $32K in Q3 2021.
  • 51 funds tracked by Wall St. Rank held LiveOne as of Q2 2022.

Based on Principal Financial Group's 13F filing for Q2 2022, filed 10 Aug 2022.