VVP
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Venture Visionary Partners’s Live Oak Bancshares LOB Stock Holding History

Venture Visionary Partners’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
-115
Closed -$3.9K – 1083
2022
Q2 		$3.9K Buy
+115
New +$4.75K ﹤0.01% 1447

Other funds holding LOB

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Vanguard Group
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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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Venture Visionary Partners's LOB Position: Q3 2022 in Review

Venture Visionary Partners sold out of Live Oak Bancshares (LOB) in Q3 2022, closing a stake of 115 shares — an estimated $3.9K sold.

Venture Visionary Partners first reported a position in LOB in Q2 2022 and held it in 1 quarter. The position peaked at $3.9K in Q2 2022. 188 funds tracked by Wall St. Rank hold LOB as of Q3 2022.

  • Venture Visionary Partners reported no remaining Live Oak Bancshares position as of Q3 2022 after selling out during the quarter.
  • Venture Visionary Partners sold 115 Live Oak Bancshares shares in Q3 2022, an estimated $3.9K.
  • Venture Visionary Partners first reported a position in Live Oak Bancshares in Q2 2022 and held it in 1 quarter.
  • Venture Visionary Partners's Live Oak Bancshares position peaked at $3.9K in Q2 2022.
  • 188 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q3 2022.

Based on Venture Visionary Partners's 13F filing for Q3 2022, filed 14 Nov 2022.