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Sowell Financial Services’s Live Oak Bancshares LOB Stock Holding History

Sowell Financial Services’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
-3,566
Closed -$235K – 1770
2021
Q1 		$235K Buy
3,566
+3,546
+17,730% +$186K 0.01% 963
2020
Q4 		$1K Hold
20
– – ﹤0.01% 2592
2020
Q3 		$1K Buy
+20
New +$389 ﹤0.01% 2394

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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 $3.37T AUM 44.26% 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
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return

Sowell Financial Services's LOB Position: Q2 2021 in Review

Sowell Financial Services sold out of Live Oak Bancshares (LOB) in Q2 2021, closing a stake of 3,566 shares — an estimated $235K sold.

Sowell Financial Services first reported a position in LOB in Q3 2020 and held it in 3 quarters. The position peaked at $235K in Q1 2021. 164 funds tracked by Wall St. Rank hold LOB as of Q2 2021.

  • Sowell Financial Services reported no remaining Live Oak Bancshares position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 3,566 Live Oak Bancshares shares in Q2 2021, an estimated $235K.
  • Sowell Financial Services first reported a position in Live Oak Bancshares in Q3 2020 and held it in 3 quarters.
  • Sowell Financial Services's Live Oak Bancshares position peaked at $235K in Q1 2021.
  • 164 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.