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Concord Wealth Partners’s Olin OLN Stock Holding History

Concord Wealth Partners’s Portfolio OLN Stock Details OLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-200
Closed -$9.6K – 968
2024
Q3 		$9.6K Hold
200
– – ﹤0.01% 560
2024
Q2 		$9.43K Hold
200
– – ﹤0.01% 514
2024
Q1 		$11.8K Hold
200
– – ﹤0.01% 559
2023
Q4 		$10.8K Hold
200
– – ﹤0.01% 559
2023
Q3 		$10K Hold
200
– – ﹤0.01% 618
2023
Q2 		$10.3K Buy
+200
New +$10.6K ﹤0.01% 603
2023
Q1 		– Sell
-215
Closed -$11.4K – 1155
2022
Q4 		$11.4K Buy
+215
New +$11.4K ﹤0.01% 620

Other funds holding OLN

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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Concord Wealth Partners's OLN Position: Q4 2024 in Review

Concord Wealth Partners sold out of Olin (OLN) in Q4 2024, closing a stake of 200 shares — an estimated $9.6K sold.

Concord Wealth Partners first reported a position in OLN in Q4 2022 and held it in 7 quarters. The position peaked at $11.8K in Q1 2024. 383 funds tracked by Wall St. Rank hold OLN as of Q4 2024.

  • Concord Wealth Partners reported no remaining Olin position as of Q4 2024 after selling out during the quarter.
  • Concord Wealth Partners sold 200 Olin shares in Q4 2024, an estimated $9.6K.
  • Concord Wealth Partners first reported a position in Olin in Q4 2022 and held it in 7 quarters.
  • Concord Wealth Partners's Olin position peaked at $11.8K in Q1 2024.
  • 383 funds tracked by Wall St. Rank held Olin as of Q4 2024.

Based on Concord Wealth Partners's 13F filing for Q4 2024, filed 24 Jan 2025.