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Robertson Stephens Wealth Management’s LiveOne LVO Stock Holding History

Robertson Stephens Wealth Management’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
2025
Q1 		– Sell
-21,455
Closed -$315K – 575
2024
Q4 		$315K Sell
21,455
-4,053
-16% -$35.4K 0.01% 455
2024
Q3 		$242K Buy
25,508
+1,258
+5% +$19K 0.01% 562
2024
Q2 		$381K Buy
24,250
+10,178
+72% +$180K 0.02% 369
2024
Q1 		$274K Buy
+14,072
New +$224K 0.01% 439

Other funds holding LVO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RAM
Redmond Asset Management Henrico, Virginia $366M AUM 10.64% 1-Year Est. Return

Robertson Stephens Wealth Management's LVO Position: Q1 2025 in Review

Robertson Stephens Wealth Management sold out of LiveOne (LVO) in Q1 2025, closing a stake of 21,455 shares — an estimated $315K sold.

Robertson Stephens Wealth Management first reported a position in LVO in Q1 2024 and held it in 4 quarters. The position peaked at $381K in Q2 2024. 67 funds tracked by Wall St. Rank hold LVO as of Q1 2025.

  • Robertson Stephens Wealth Management reported no remaining LiveOne position as of Q1 2025 after selling out during the quarter.
  • Robertson Stephens Wealth Management sold 21,455 LiveOne shares in Q1 2025, an estimated $315K.
  • Robertson Stephens Wealth Management first reported a position in LiveOne in Q1 2024 and held it in 4 quarters.
  • Robertson Stephens Wealth Management's LiveOne position peaked at $381K in Q2 2024.
  • 67 funds tracked by Wall St. Rank held LiveOne as of Q1 2025.

Based on Robertson Stephens Wealth Management's 13F filing for Q1 2025, filed 17 Apr 2025.