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Institute for Wealth Management’s Old National Bancorp ONB Stock Holding History

Institute for Wealth Management’s Portfolio ONB Stock Details ONB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-27,214
Closed -$402K – 501
2022
Q2 		$402K Buy
27,214
+8,000
+42% +$123K 0.08% 326
2022
Q1 		$315K Buy
+19,214
New +$350K 0.05% 412

Other funds holding ONB

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Institute for Wealth Management's ONB Position: Q3 2022 in Review

Institute for Wealth Management sold out of Old National Bancorp (ONB) in Q3 2022, closing a stake of 27,214 shares — an estimated $402K sold.

Institute for Wealth Management first reported a position in ONB in Q1 2022 and held it in 2 quarters. The position peaked at $402K in Q2 2022. 332 funds tracked by Wall St. Rank hold ONB as of Q3 2022.

  • Institute for Wealth Management reported no remaining Old National Bancorp position as of Q3 2022 after selling out during the quarter.
  • Institute for Wealth Management sold 27,214 Old National Bancorp shares in Q3 2022, an estimated $402K.
  • Institute for Wealth Management first reported a position in Old National Bancorp in Q1 2022 and held it in 2 quarters.
  • Institute for Wealth Management's Old National Bancorp position peaked at $402K in Q2 2022.
  • 332 funds tracked by Wall St. Rank held Old National Bancorp as of Q3 2022.

Based on Institute for Wealth Management's 13F filing for Q3 2022, filed 18 Oct 2022.