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

Teamwork 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
2022
Q2 		– Sell
-7,911
Closed -$403K – 232
2022
Q1 		$403K Buy
7,911
+2,620
+50% +$168K 0.08% 184
2021
Q4 		$462K Buy
5,291
+455
+9% +$37.9K 0.08% 195
2021
Q3 		$308K Buy
+4,836
New +$287K 0.06% 208

Other funds holding LOB

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Teamwork Financial Advisors's LOB Position: Q2 2022 in Review

Teamwork Financial Advisors sold out of Live Oak Bancshares (LOB) in Q2 2022, closing a stake of 7,911 shares — an estimated $403K sold.

Teamwork Financial Advisors first reported a position in LOB in Q3 2021 and held it in 3 quarters. The position peaked at $462K in Q4 2021. 174 funds tracked by Wall St. Rank hold LOB as of Q2 2022.

  • Teamwork Financial Advisors reported no remaining Live Oak Bancshares position as of Q2 2022 after selling out during the quarter.
  • Teamwork Financial Advisors sold 7,911 Live Oak Bancshares shares in Q2 2022, an estimated $403K.
  • Teamwork Financial Advisors first reported a position in Live Oak Bancshares in Q3 2021 and held it in 3 quarters.
  • Teamwork Financial Advisors's Live Oak Bancshares position peaked at $462K in Q4 2021.
  • 174 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q2 2022.

Based on Teamwork Financial Advisors's 13F filing for Q2 2022, filed 22 Jul 2022.