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Integrated Wealth Concepts’s Olin OLN Stock Holding History

Integrated Wealth Concepts’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
-4,660
Closed -$224K – 1764
2024
Q3 		$224K Sell
4,660
-113
-2% -$5.03K ﹤0.01% 1509
2024
Q2 		$225K Buy
4,773
+655
+16% +$35K ﹤0.01% 1471
2024
Q1 		$242K Hold
4,118
– – ﹤0.01% 1433
2023
Q4 		$222K Sell
4,118
-32
-0.8% -$1.53K ﹤0.01% 1418
2023
Q3 		$207K Sell
4,150
-178
-4% -$9.61K ﹤0.01% 1395
2023
Q2 		$222K Sell
4,328
-57
-1% -$3.03K ﹤0.01% 1374
2023
Q1 		$243K Buy
+4,385
New +$251K 0.01% 1155

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

Integrated Wealth Concepts's OLN Position: Q4 2024 in Review

Integrated Wealth Concepts sold out of Olin (OLN) in Q4 2024, closing a stake of 4,660 shares — an estimated $224K sold.

Integrated Wealth Concepts first reported a position in OLN in Q1 2023 and held it in 7 quarters. The position peaked at $243K in Q1 2023. 383 funds tracked by Wall St. Rank hold OLN as of Q4 2024.

  • Integrated Wealth Concepts reported no remaining Olin position as of Q4 2024 after selling out during the quarter.
  • Integrated Wealth Concepts sold 4,660 Olin shares in Q4 2024, an estimated $224K.
  • Integrated Wealth Concepts first reported a position in Olin in Q1 2023 and held it in 7 quarters.
  • Integrated Wealth Concepts's Olin position peaked at $243K in Q1 2023.
  • 383 funds tracked by Wall St. Rank held Olin as of Q4 2024.

Based on Integrated Wealth Concepts's 13F filing for Q4 2024, filed 14 Feb 2025.