AWM
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Avitas Wealth Management’s OneMain Financial OMF Stock Holding History

Avitas Wealth Management’s Portfolio OMF Stock Details OMF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$2.37M Buy
45,432
+256
+0.6% +$13.3K 0.33% 78
2024
Q3 		$2.13M Buy
45,176
+652
+1% +$31.3K 0.3% 91
2024
Q2 		$2.16M Buy
44,524
+85
+0.2% +$4.18K 0.32% 86
2024
Q1 		$2.27M Buy
44,439
+451
+1% +$21.5K 0.34% 76
2023
Q4 		$2.16M Buy
43,988
+1,262
+3% +$51.5K 0.36% 77
2023
Q3 		$1.71M Sell
42,726
-206
-0.5% -$8.8K 0.33% 87
2023
Q2 		$1.88M Buy
42,932
+227
+0.5% +$8.86K 0.34% 86
2023
Q1 		$1.58M Sell
42,705
-429
-1% -$17.2K 0.31% 93
2022
Q4 		$1.44M Sell
43,134
-422
-1% -$15K 0.3% 89
2022
Q3 		$1.29M Buy
43,556
+323
+0.7% +$11.9K 0.29% 96
2022
Q2 		$1.62M Buy
43,233
+651
+2% +$28.1K 0.35% 94
2022
Q1 		$2.02M Sell
42,582
-50,397
-54% -$2.51M 0.36% 90
2021
Q4 		$4.65M Buy
92,979
+1,354
+1% +$71.6K 0.78% 47
2021
Q3 		$5.07M Sell
91,625
-541
-0.6% -$31.5K 0.92% 31
2021
Q2 		$5.52M Buy
92,166
+1,910
+2% +$108K 0.98% 27
2021
Q1 		$4.85M Buy
90,256
+663
+0.7% +$34.2K 0.95% 27
2020
Q4 		$4.32M Buy
89,593
+1,513
+2% +$59.7K 0.87% 28
2020
Q3 		$2.75M Buy
88,080
+400
+0.5% +$11.4K 0.77% 43
2020
Q2 		$2.15M Buy
+87,680
New +$2M 0.71% 53

Other funds holding OMF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Avitas Wealth Management's OMF Position: Q4 2024 in Review

Avitas Wealth Management increased its OneMain Financial (OMF) stake by 0.57% in Q4 2024, buying an estimated $13.3K and bringing the position to 45,432 shares worth $2.37M. The position accounts for 0.33% of the portfolio, ranked #78.

Avitas Wealth Management first reported a position in OMF in Q2 2020 and has held it in 19 quarters since. The position peaked at $5.52M in Q2 2021. 406 funds tracked by Wall St. Rank hold OMF as of Q4 2024.

  • Avitas Wealth Management held 45,432 shares of OneMain Financial worth $2.37M as of Q4 2024.
  • Avitas Wealth Management bought 256 OneMain Financial shares in Q4 2024, an estimated $13.3K.
  • OneMain Financial made up 0.33% of Avitas Wealth Management's portfolio in Q4 2024, its #78 holding.
  • Avitas Wealth Management first reported a position in OneMain Financial in Q2 2020 and has held it in 19 quarters since.
  • Avitas Wealth Management's OneMain Financial position peaked at $5.52M in Q2 2021.
  • 406 funds tracked by Wall St. Rank held OneMain Financial as of Q4 2024.

Based on Avitas Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.