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Institute for Wealth Management’s Olin OLN Stock Holding History

Institute for Wealth Management’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
2024
Q4 		– Sell
-5,279
Closed -$253K – 551
2024
Q3 		$253K Buy
+5,279
New +$235K 0.03% 456

Other funds holding OLN

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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Institute for Wealth Management's OLN Position: Q4 2024 in Review

Institute for Wealth Management sold out of Olin (OLN) in Q4 2024, closing a stake of 5,279 shares — an estimated $253K sold.

Institute for Wealth Management first reported a position in OLN in Q3 2024 and held it in 1 quarter. The position peaked at $253K in Q3 2024. 383 funds tracked by Wall St. Rank hold OLN as of Q4 2024.

  • Institute for Wealth Management reported no remaining Olin position as of Q4 2024 after selling out during the quarter.
  • Institute for Wealth Management sold 5,279 Olin shares in Q4 2024, an estimated $253K.
  • Institute for Wealth Management first reported a position in Olin in Q3 2024 and held it in 1 quarter.
  • Institute for Wealth Management's Olin position peaked at $253K in Q3 2024.
  • 383 funds tracked by Wall St. Rank held Olin as of Q4 2024.

Based on Institute for Wealth Management's 13F filing for Q4 2024, filed 23 Jan 2025.