Total Clarity Wealth Management’s Live Oak Bancshares LOB Stock Holding History

Total Clarity Wealth Management’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 Q3	–	Sell	-430	Closed	-$15K	–	646
2022 Q2	$15K	Buy	+430	New	+$17.8K	0.01%	593
2022 Q1	–	Sell	-362	Closed	-$32K	–	603
2021 Q4	$32K	Buy	362 +112	+45%	+$9.33K	0.01%	478
2021 Q3	$16K	Buy	+250	New	+$14.8K	0.01%	587
2021 Q2	–	Sell	-250	Closed	-$17K	–	494
2021 Q1	$17K	Buy	+250	New	+$13.1K	0.01%	478
2020 Q1	–	Sell	-250	Closed	-$5K	–	385
2019 Q4	$5K	Buy	+250	New	+$4.62K	﹤0.01%	585

Other funds holding LOB

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Total Clarity Wealth Management's LOB Position: Q3 2022 in Review

Total Clarity Wealth Management sold out of Live Oak Bancshares (LOB) in Q3 2022, closing a stake of 430 shares — an estimated $15K sold.

Total Clarity Wealth Management first reported a position in LOB in Q4 2019 and held it in 5 quarters. The position peaked at $32K in Q4 2021. 188 funds tracked by Wall St. Rank hold LOB as of Q3 2022.

Total Clarity Wealth Management reported no remaining Live Oak Bancshares position as of Q3 2022 after selling out during the quarter.
Total Clarity Wealth Management sold 430 Live Oak Bancshares shares in Q3 2022, an estimated $15K.
Total Clarity Wealth Management first reported a position in Live Oak Bancshares in Q4 2019 and held it in 5 quarters.
Total Clarity Wealth Management's Live Oak Bancshares position peaked at $32K in Q4 2021.
188 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q3 2022.

Based on Total Clarity Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.