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TCI Wealth Advisors’s Live Oak Bancshares LOB Stock Holding History

TCI 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
2023
Q1 		– Sell
-2
Closed -$60 – 2588
2022
Q4 		$60 Sell
2
-93
-98% -$2.97K ﹤0.01% 2425
2022
Q3 		$3K Buy
+95
New +$3.41K ﹤0.01% 1791
2022
Q2 		– Sell
-63
Closed -$3K – 2417
2022
Q1 		$3K Hold
63
– – ﹤0.01% 1891
2021
Q4 		$5K Hold
63
– – ﹤0.01% 1678
2021
Q3 		$4K Buy
+63
New +$3.73K ﹤0.01% 1774
2021
Q2 		– Sell
-32
Closed -$2K – 2390
2021
Q1 		$2K Buy
+32
New +$1.68K ﹤0.01% 1798

Other funds holding LOB

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

TCI Wealth Advisors's LOB Position: Q1 2023 in Review

TCI Wealth Advisors sold out of Live Oak Bancshares (LOB) in Q1 2023, closing a stake of 2 shares — an estimated $60 sold.

TCI Wealth Advisors first reported a position in LOB in Q1 2021 and held it in 6 quarters. The position peaked at $5K in Q4 2021. 173 funds tracked by Wall St. Rank hold LOB as of Q1 2023.

  • TCI Wealth Advisors reported no remaining Live Oak Bancshares position as of Q1 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 2 Live Oak Bancshares shares in Q1 2023, an estimated $60.
  • TCI Wealth Advisors first reported a position in Live Oak Bancshares in Q1 2021 and held it in 6 quarters.
  • TCI Wealth Advisors's Live Oak Bancshares position peaked at $5K in Q4 2021.
  • 173 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q1 2023.

Based on TCI Wealth Advisors's 13F filing for Q1 2023, filed 3 May 2023.