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Wedbush Securities’s Live Oak Bancshares LOB Stock Holding History

Wedbush Securities’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
2021
Q2 		– Sell
-3,060
Closed -$210K – 1176
2021
Q1 		$210K Buy
+3,060
New +$161K 0.01% 961

Other funds holding LOB

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

Wedbush Securities's LOB Position: Q2 2021 in Review

Wedbush Securities sold out of Live Oak Bancshares (LOB) in Q2 2021, closing a stake of 3,060 shares — an estimated $210K sold.

Wedbush Securities first reported a position in LOB in Q1 2021 and held it in 1 quarter. The position peaked at $210K in Q1 2021. 164 funds tracked by Wall St. Rank hold LOB as of Q2 2021.

  • Wedbush Securities reported no remaining Live Oak Bancshares position as of Q2 2021 after selling out during the quarter.
  • Wedbush Securities sold 3,060 Live Oak Bancshares shares in Q2 2021, an estimated $210K.
  • Wedbush Securities first reported a position in Live Oak Bancshares in Q1 2021 and held it in 1 quarter.
  • Wedbush Securities's Live Oak Bancshares position peaked at $210K in Q1 2021.
  • 164 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q2 2021.

Based on Wedbush Securities's 13F filing for Q2 2021, filed 27 Jul 2021.