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Evolution Wealth Advisors’s Olin OLN Stock Holding History

Evolution Wealth Advisors’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
2021
Q3 		– Sell
-100
Closed -$5K – 679
2021
Q2 		$5K Hold
100
– – ﹤0.01% 524
2021
Q1 		$4K Sell
100
-900
-90% -$27.3K ﹤0.01% 571
2020
Q4 		$25K Buy
+1,000
New +$20.3K 0.01% 236

Other funds holding OLN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Evolution Wealth Advisors's OLN Position: Q3 2021 in Review

Evolution Wealth Advisors sold out of Olin (OLN) in Q3 2021, closing a stake of 100 shares — an estimated $5K sold.

Evolution Wealth Advisors first reported a position in OLN in Q4 2020 and held it in 3 quarters. The position peaked at $25K in Q4 2020. 388 funds tracked by Wall St. Rank hold OLN as of Q3 2021.

  • Evolution Wealth Advisors reported no remaining Olin position as of Q3 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 100 Olin shares in Q3 2021, an estimated $5K.
  • Evolution Wealth Advisors first reported a position in Olin in Q4 2020 and held it in 3 quarters.
  • Evolution Wealth Advisors's Olin position peaked at $25K in Q4 2020.
  • 388 funds tracked by Wall St. Rank held Olin as of Q3 2021.

Based on Evolution Wealth Advisors's 13F filing for Q3 2021, filed 9 Nov 2021.