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

Valeo 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
Q1 		– Sell
-3,339
Closed -$291K – 668
2021
Q4 		$291K Buy
+3,339
New +$278K 0.02% 417
2021
Q2 		– Sell
-2,500
Closed -$171K – 1240
2021
Q1 		$171K Sell
2,500
-550
-18% -$28.9K 0.01% 481
2020
Q4 		$145K Buy
3,050
+1,320
+76% +$52.9K 0.01% 483
2020
Q3 		$44K Buy
1,730
+730
+73% +$14.2K ﹤0.01% 701
2020
Q2 		$15K Buy
1,000
+400
+67% +$5.42K ﹤0.01% 1157
2020
Q1 		$8K Hold
600
– – ﹤0.01% 1170
2019
Q4 		$11K Buy
+600
New +$11.1K ﹤0.01% 1086

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Valeo Financial Advisors's LOB Position: Q1 2022 in Review

Valeo Financial Advisors sold out of Live Oak Bancshares (LOB) in Q1 2022, closing a stake of 3,339 shares — an estimated $291K sold.

Valeo Financial Advisors first reported a position in LOB in Q4 2019 and held it in 7 quarters. The position peaked at $291K in Q4 2021. 207 funds tracked by Wall St. Rank hold LOB as of Q1 2022.

  • Valeo Financial Advisors reported no remaining Live Oak Bancshares position as of Q1 2022 after selling out during the quarter.
  • Valeo Financial Advisors sold 3,339 Live Oak Bancshares shares in Q1 2022, an estimated $291K.
  • Valeo Financial Advisors first reported a position in Live Oak Bancshares in Q4 2019 and held it in 7 quarters.
  • Valeo Financial Advisors's Live Oak Bancshares position peaked at $291K in Q4 2021.
  • 207 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q1 2022.

Based on Valeo Financial Advisors's 13F filing for Q1 2022, filed 28 Apr 2022.