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Sequoia Financial Advisors’s Live Oak Bancshares LOB Stock Holding History

Sequoia Financial 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
2024
Q4 		– Sell
-51,027
Closed -$2.42M – 1388
2024
Q3 		$2.42M Buy
51,027
+17
+0% +$711 0.03% 337
2024
Q2 		$1.79M Hold
51,010
– – 0.02% 355
2024
Q1 		$2.12M Hold
51,010
– – 0.03% 314
2023
Q4 		$2.32M Hold
51,010
– – 0.03% 328
2023
Q3 		$1.48M Hold
51,010
– – 0.03% 276
2023
Q2 		$1.34M Hold
51,010
– – 0.02% 299
2023
Q1 		$1.24M Buy
+51,010
New +$1.6M 0.03% 279
2022
Q1 		– Sell
-51,480
Closed -$4.49M – 693
2021
Q4 		$4.49M Buy
+51,480
New +$4.29M 0.12% 117

Other funds holding LOB

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return

Sequoia Financial Advisors's LOB Position: Q4 2024 in Review

Sequoia Financial Advisors sold out of Live Oak Bancshares (LOB) in Q4 2024, closing a stake of 51,027 shares — an estimated $2.42M sold.

Sequoia Financial Advisors first reported a position in LOB in Q4 2021 and held it in 8 quarters. The position peaked at $4.49M in Q4 2021. 215 funds tracked by Wall St. Rank hold LOB as of Q4 2024.

  • Sequoia Financial Advisors reported no remaining Live Oak Bancshares position as of Q4 2024 after selling out during the quarter.
  • Sequoia Financial Advisors sold 51,027 Live Oak Bancshares shares in Q4 2024, an estimated $2.42M.
  • Sequoia Financial Advisors first reported a position in Live Oak Bancshares in Q4 2021 and held it in 8 quarters.
  • Sequoia Financial Advisors's Live Oak Bancshares position peaked at $4.49M in Q4 2021.
  • 215 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q4 2024.

Based on Sequoia Financial Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.