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Activest Wealth Management’s OneWater Marine ONEW Stock Holding History

Activest Wealth Management’s Portfolio ONEW Stock Details ONEW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-160
Closed -$4.58K – 468
2022
Q4 		$4.58K Sell
160
-160
-50% -$4.99K ﹤0.01% 362
2022
Q3 		$10K Buy
+320
New +$11.7K ﹤0.01% 311

Other funds holding ONEW

American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 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
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
GEH
General Equity Holdings Brooklyn, New York $135M AUM 32.96% 1-Year Est. Return
AAM
ACK Asset Management Greenwich, Connecticut $801M AUM 60.42% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Activest Wealth Management's ONEW Position: Q1 2023 in Review

Activest Wealth Management sold out of OneWater Marine (ONEW) in Q1 2023, closing a stake of 160 shares — an estimated $4.58K sold.

Activest Wealth Management first reported a position in ONEW in Q3 2022 and held it in 2 quarters. The position peaked at $10K in Q3 2022. 80 funds tracked by Wall St. Rank hold ONEW as of Q1 2023.

  • Activest Wealth Management reported no remaining OneWater Marine position as of Q1 2023 after selling out during the quarter.
  • Activest Wealth Management sold 160 OneWater Marine shares in Q1 2023, an estimated $4.58K.
  • Activest Wealth Management first reported a position in OneWater Marine in Q3 2022 and held it in 2 quarters.
  • Activest Wealth Management's OneWater Marine position peaked at $10K in Q3 2022.
  • 80 funds tracked by Wall St. Rank held OneWater Marine as of Q1 2023.

Based on Activest Wealth Management's 13F filing for Q1 2023, filed 18 Apr 2023.