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Steward Partners Investment Advisory’s Live Oak Bancshares LOB Stock Holding History

Steward Partners Investment Advisory’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
-269
Closed -$18.4K – 7268
2021
Q1 		$18.4K Buy
+269
New +$14.1K ﹤0.01% 2516

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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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

Steward Partners Investment Advisory's LOB Position: Q2 2021 in Review

Steward Partners Investment Advisory sold out of Live Oak Bancshares (LOB) in Q2 2021, closing a stake of 269 shares — an estimated $18.4K sold.

Steward Partners Investment Advisory first reported a position in LOB in Q1 2021 and held it in 1 quarter. The position peaked at $18.4K in Q1 2021. 164 funds tracked by Wall St. Rank hold LOB as of Q2 2021.

  • Steward Partners Investment Advisory reported no remaining Live Oak Bancshares position as of Q2 2021 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 269 Live Oak Bancshares shares in Q2 2021, an estimated $18.4K.
  • Steward Partners Investment Advisory first reported a position in Live Oak Bancshares in Q1 2021 and held it in 1 quarter.
  • Steward Partners Investment Advisory's Live Oak Bancshares position peaked at $18.4K in Q1 2021.
  • 164 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q2 2021.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2021, filed 13 Aug 2021.