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Sutton Wealth Advisors’s LivaNova LIVN Stock Holding History

Sutton Wealth Advisors’s Portfolio LIVN Stock Details LIVN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-3
Closed -$167 – 1219
2022
Q4 		$167 Buy
+3
New +$153 ﹤0.01% 1603
2022
Q3 		– Sell
-7
Closed -$415 – 1688
2022
Q2 		$437 Sell
7
-6
-46% -$425 ﹤0.01% 1488
2022
Q1 		$1.06K Buy
13
+7
+117% +$544 ﹤0.01% 1328
2021
Q4 		$525 Buy
+6
New +$500 ﹤0.01% 1511

Other funds holding LIVN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $3.12B AUM 53.42% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
RG
Redmile Group San Francisco, California $1.49B AUM 208.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sutton Wealth Advisors's LIVN Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of LivaNova (LIVN) in Q1 2023, closing a stake of 3 shares — an estimated $167 sold.

Sutton Wealth Advisors first reported a position in LIVN in Q4 2021 and held it in 4 quarters. The position peaked at $1.06K in Q1 2022. 210 funds tracked by Wall St. Rank hold LIVN as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining LivaNova position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 3 LivaNova shares in Q1 2023, an estimated $167.
  • Sutton Wealth Advisors first reported a position in LivaNova in Q4 2021 and held it in 4 quarters.
  • Sutton Wealth Advisors's LivaNova position peaked at $1.06K in Q1 2022.
  • 210 funds tracked by Wall St. Rank held LivaNova as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.