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Winch Advisory Services’s Live Oak Bancshares LOB Stock Holding History

Winch Advisory Services’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
-268
Closed -$23K – 477
2021
Q4 		$23K Buy
+268
New +$22.3K 0.01% 192
2021
Q3 		– Sell
-210
Closed -$12K – 498
2021
Q2 		$12K Sell
210
-9
-4% -$565 ﹤0.01% 250
2021
Q1 		$15K Sell
219
-13
-6% -$682 0.01% 217
2020
Q4 		$11K Buy
+232
New +$9.3K ﹤0.01% 221

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

Winch Advisory Services's LOB Position: Q1 2022 in Review

Winch Advisory Services sold out of Live Oak Bancshares (LOB) in Q1 2022, closing a stake of 268 shares — an estimated $23K sold.

Winch Advisory Services first reported a position in LOB in Q4 2020 and held it in 4 quarters. The position peaked at $23K in Q4 2021. 207 funds tracked by Wall St. Rank hold LOB as of Q1 2022.

  • Winch Advisory Services reported no remaining Live Oak Bancshares position as of Q1 2022 after selling out during the quarter.
  • Winch Advisory Services sold 268 Live Oak Bancshares shares in Q1 2022, an estimated $23K.
  • Winch Advisory Services first reported a position in Live Oak Bancshares in Q4 2020 and held it in 4 quarters.
  • Winch Advisory Services's Live Oak Bancshares position peaked at $23K in Q4 2021.
  • 207 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q1 2022.

Based on Winch Advisory Services's 13F filing for Q1 2022, filed 26 Apr 2022.