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San Luis Wealth Advisors’s Live Oak Bancshares LOB Stock Holding History

San Luis Wealth 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
2022
Q2 		– Sell
-593
Closed -$52K – 278
2022
Q1 		$52K Buy
+593
New +$37.9K 0.03% 236

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BlackRock
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Diamond Hill Capital Management
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State Street
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AllianceBernstein
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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

San Luis Wealth Advisors's LOB Position: Q2 2022 in Review

San Luis Wealth Advisors sold out of Live Oak Bancshares (LOB) in Q2 2022, closing a stake of 593 shares — an estimated $52K sold.

San Luis Wealth Advisors first reported a position in LOB in Q1 2022 and held it in 1 quarter. The position peaked at $52K in Q1 2022. 174 funds tracked by Wall St. Rank hold LOB as of Q2 2022.

  • San Luis Wealth Advisors reported no remaining Live Oak Bancshares position as of Q2 2022 after selling out during the quarter.
  • San Luis Wealth Advisors sold 593 Live Oak Bancshares shares in Q2 2022, an estimated $52K.
  • San Luis Wealth Advisors first reported a position in Live Oak Bancshares in Q1 2022 and held it in 1 quarter.
  • San Luis Wealth Advisors's Live Oak Bancshares position peaked at $52K in Q1 2022.
  • 174 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q2 2022.

Based on San Luis Wealth Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.