FWM
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Forefront Wealth Management’s OneMain Financial OMF Stock Holding History

Forefront 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
2022
Q3 		– Sell
-33,145
Closed -$1.24M – 48
2022
Q2 		$1.24M Sell
33,145
-616
-2% -$26.6K 1.67% 23
2022
Q1 		$1.6M Sell
33,761
-21,850
-39% -$1.09M 1.58% 26
2021
Q4 		$2.78M Buy
+55,611
New +$2.94M 2.66% 16

Other funds holding OMF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
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
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return

Forefront Wealth Management's OMF Position: Q3 2022 in Review

Forefront Wealth Management sold out of OneMain Financial (OMF) in Q3 2022, closing a stake of 33,145 shares — an estimated $1.24M sold.

Forefront Wealth Management first reported a position in OMF in Q4 2021 and held it in 3 quarters. The position peaked at $2.78M in Q4 2021. 308 funds tracked by Wall St. Rank hold OMF as of Q3 2022.

  • Forefront Wealth Management reported no remaining OneMain Financial position as of Q3 2022 after selling out during the quarter.
  • Forefront Wealth Management sold 33,145 OneMain Financial shares in Q3 2022, an estimated $1.24M.
  • Forefront Wealth Management first reported a position in OneMain Financial in Q4 2021 and held it in 3 quarters.
  • Forefront Wealth Management's OneMain Financial position peaked at $2.78M in Q4 2021.
  • 308 funds tracked by Wall St. Rank held OneMain Financial as of Q3 2022.

Based on Forefront Wealth Management's 13F filing for Q3 2022, filed 1 Nov 2022.