IPW
OFS icon

Impact Partnership Wealth’s OFS Capital OFS Stock Holding History

Impact Partnership Wealth’s Portfolio OFS Stock Details OFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-50
Closed -$585 – 818
2023
Q4 		$585 Buy
+50
New +$539 ﹤0.01% 789

Other funds holding OFS

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.44B AUM 21.92% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return

Impact Partnership Wealth's OFS Position: Q1 2024 in Review

Impact Partnership Wealth sold out of OFS Capital (OFS) in Q1 2024, closing a stake of 50 shares — an estimated $585 sold.

Impact Partnership Wealth first reported a position in OFS in Q4 2023 and held it in 1 quarter. The position peaked at $585 in Q4 2023. 36 funds tracked by Wall St. Rank hold OFS as of Q1 2024.

  • Impact Partnership Wealth reported no remaining OFS Capital position as of Q1 2024 after selling out during the quarter.
  • Impact Partnership Wealth sold 50 OFS Capital shares in Q1 2024, an estimated $585.
  • Impact Partnership Wealth first reported a position in OFS Capital in Q4 2023 and held it in 1 quarter.
  • Impact Partnership Wealth's OFS Capital position peaked at $585 in Q4 2023.
  • 36 funds tracked by Wall St. Rank held OFS Capital as of Q1 2024.

Based on Impact Partnership Wealth's 13F filing for Q1 2024, filed 13 May 2024.