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Atria Wealth Solutions’s Owens Corning OC Stock Holding History

Atria Wealth Solutions’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
2025
Q1 		– Sell
-3,759
Closed -$640K – 2020
2024
Q4 		$640K Buy
3,759
+521
+16% +$97.3K 0.01% 1133
2024
Q3 		$572K Buy
3,238
+29
+0.9% +$4.88K 0.01% 1177
2024
Q2 		$557K Buy
+3,209
New +$556K 0.01% 1188
2023
Q4 		– Sell
-1,843
Closed -$251K – 1997
2023
Q3 		$251K Buy
+1,843
New +$253K ﹤0.01% 1531

Other funds holding OC

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Atria Wealth Solutions's OC Position: Q1 2025 in Review

Atria Wealth Solutions sold out of Owens Corning (OC) in Q1 2025, closing a stake of 3,759 shares — an estimated $640K sold.

Atria Wealth Solutions first reported a position in OC in Q3 2023 and held it in 4 quarters. The position peaked at $640K in Q4 2024. 723 funds tracked by Wall St. Rank hold OC as of Q1 2025.

  • Atria Wealth Solutions reported no remaining Owens Corning position as of Q1 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 3,759 Owens Corning shares in Q1 2025, an estimated $640K.
  • Atria Wealth Solutions first reported a position in Owens Corning in Q3 2023 and held it in 4 quarters.
  • Atria Wealth Solutions's Owens Corning position peaked at $640K in Q4 2024.
  • 723 funds tracked by Wall St. Rank held Owens Corning as of Q1 2025.

Based on Atria Wealth Solutions's 13F filing for Q1 2025, filed 9 May 2025.