Amplius Wealth Advisors’s Owens Corning OC Stock Holding History

Amplius Wealth Advisors’s Portfolio OC Stock Details OC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-167	Closed	-$15K	–	669
2021 Q4	$15K	Buy	+167	New	+$15.2K	﹤0.01%	523

Other funds holding OC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Amplius Wealth Advisors's OC Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of Owens Corning (OC) in Q1 2022, closing a stake of 167 shares — an estimated $15K sold.

Amplius Wealth Advisors first reported a position in OC in Q4 2021 and held it in 1 quarter. The position peaked at $15K in Q4 2021. 488 funds tracked by Wall St. Rank hold OC as of Q1 2022.

Amplius Wealth Advisors reported no remaining Owens Corning position as of Q1 2022 after selling out during the quarter.
Amplius Wealth Advisors sold 167 Owens Corning shares in Q1 2022, an estimated $15K.
Amplius Wealth Advisors first reported a position in Owens Corning in Q4 2021 and held it in 1 quarter.
Amplius Wealth Advisors's Owens Corning position peaked at $15K in Q4 2021.
488 funds tracked by Wall St. Rank held Owens Corning as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.