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Valley Wealth Managers’s Live Oak Bancshares LOB Stock Holding History

Valley Wealth Managers’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
Q4 		– Sell
-19
Closed -$607 – 417
2022
Q3 		$1K Buy
+19
New +$681 ﹤0.01% 404

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Valley Wealth Managers's LOB Position: Q4 2022 in Review

Valley Wealth Managers sold out of Live Oak Bancshares (LOB) in Q4 2022, closing a stake of 19 shares — an estimated $607 sold.

Valley Wealth Managers first reported a position in LOB in Q3 2022 and held it in 1 quarter. The position peaked at $1K in Q3 2022. 188 funds tracked by Wall St. Rank hold LOB as of Q4 2022.

  • Valley Wealth Managers reported no remaining Live Oak Bancshares position as of Q4 2022 after selling out during the quarter.
  • Valley Wealth Managers sold 19 Live Oak Bancshares shares in Q4 2022, an estimated $607.
  • Valley Wealth Managers first reported a position in Live Oak Bancshares in Q3 2022 and held it in 1 quarter.
  • Valley Wealth Managers's Live Oak Bancshares position peaked at $1K in Q3 2022.
  • 188 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q4 2022.

Based on Valley Wealth Managers's 13F filing for Q4 2022, filed 1 Feb 2023.