Tradition Wealth Management’s LiveOne LVO Stock Holding History

Tradition Wealth Management’s Portfolio LVO Stock Details LVO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-29	Closed	-$1K	–	930
2020 Q4	$1K	Buy	+29	New	+$707	﹤0.01%	997

Other funds holding LVO

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

RCP

Rho Capital Partners New York $20.4M AUM

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

NSGL

No Street GP LP San Francisco, California $1.5B AUM 34.53% 1-Year Est. Return

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

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Tradition Wealth Management's LVO Position: Q1 2021 in Review

Tradition Wealth Management sold out of LiveOne (LVO) in Q1 2021, closing a stake of 29 shares — an estimated $1K sold.

Tradition Wealth Management first reported a position in LVO in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 74 funds tracked by Wall St. Rank hold LVO as of Q1 2021.

Tradition Wealth Management reported no remaining LiveOne position as of Q1 2021 after selling out during the quarter.
Tradition Wealth Management sold 29 LiveOne shares in Q1 2021, an estimated $1K.
Tradition Wealth Management first reported a position in LiveOne in Q4 2020 and held it in 1 quarter.
Tradition Wealth Management's LiveOne position peaked at $1K in Q4 2020.
74 funds tracked by Wall St. Rank held LiveOne as of Q1 2021.

Based on Tradition Wealth Management's 13F filing for Q1 2021, filed 14 May 2021.