Howard Capital Management
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Howard Capital Management’s OneAscent International Equity ETF OAIM Stock Holding History

Howard Capital Management’s Portfolio OAIM Stock Details OAIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-6,509
Closed -$224K – 418
2024
Q3 		$224K Buy
+6,509
New +$215K ﹤0.01% 369

Other funds holding OAIM

Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
OneAscent Financial Services
OneAscent Financial Services Birmingham, Alabama $2.09B AUM 24.1% 1-Year Est. Return
OneAscent Wealth Management
OneAscent Wealth Management Birmingham, Alabama $336M AUM 20.38% 1-Year Est. Return
OneAscent Family Office
OneAscent Family Office Birmingham, Alabama $198M AUM 34.53% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Valmark Advisers
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
CreativeOne Wealth
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return
StoneX Group
StoneX Group New York $2.48B AUM 33.54% 1-Year Est. Return
Patron Partners
Patron Partners Houston, Texas $260M AUM 31.01% 1-Year Est. Return
Plan A Wealth
Plan A Wealth Lincoln, Nebraska $280M AUM 16.85% 1-Year Est. Return

Howard Capital Management's OAIM Position: Q4 2024 in Review

Howard Capital Management sold out of OneAscent International Equity ETF (OAIM) in Q4 2024, closing a stake of 6,509 shares — an estimated $224K sold.

Howard Capital Management first reported a position in OAIM in Q3 2024 and held it in 1 quarter. The position peaked at $224K in Q3 2024. 24 funds tracked by Wall St. Rank hold OAIM as of Q4 2024.

  • Howard Capital Management reported no remaining OneAscent International Equity ETF position as of Q4 2024 after selling out during the quarter.
  • Howard Capital Management sold 6,509 OneAscent International Equity ETF shares in Q4 2024, an estimated $224K.
  • Howard Capital Management first reported a position in OneAscent International Equity ETF in Q3 2024 and held it in 1 quarter.
  • Howard Capital Management's OneAscent International Equity ETF position peaked at $224K in Q3 2024.
  • 24 funds tracked by Wall St. Rank held OneAscent International Equity ETF as of Q4 2024.

Based on Howard Capital Management's 13F filing for Q4 2024, filed 4 Feb 2025.