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Encompass Wealth Advisors’s Old National Bancorp ONB Stock Holding History

Encompass Wealth Advisors’s Portfolio ONB Stock Details ONB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-30,094
Closed -$524K – 292
2024
Q1 		$524K Buy
+30,094
New +$498K 0.14% 138

Other funds holding ONB

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return

Encompass Wealth Advisors's ONB Position: Q2 2024 in Review

Encompass Wealth Advisors sold out of Old National Bancorp (ONB) in Q2 2024, closing a stake of 30,094 shares — an estimated $524K sold.

Encompass Wealth Advisors first reported a position in ONB in Q1 2024 and held it in 1 quarter. The position peaked at $524K in Q1 2024. 330 funds tracked by Wall St. Rank hold ONB as of Q2 2024.

  • Encompass Wealth Advisors reported no remaining Old National Bancorp position as of Q2 2024 after selling out during the quarter.
  • Encompass Wealth Advisors sold 30,094 Old National Bancorp shares in Q2 2024, an estimated $524K.
  • Encompass Wealth Advisors first reported a position in Old National Bancorp in Q1 2024 and held it in 1 quarter.
  • Encompass Wealth Advisors's Old National Bancorp position peaked at $524K in Q1 2024.
  • 330 funds tracked by Wall St. Rank held Old National Bancorp as of Q2 2024.

Based on Encompass Wealth Advisors's 13F filing for Q2 2024, filed 8 Aug 2024.