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Kestra Private Wealth Services’s Olin OLN Stock Holding History

Kestra Private Wealth Services’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
Q2 		– Sell
-3,707
Closed -$218K – 1390
2024
Q1 		$218K Sell
3,707
-307
-8% -$16.5K ﹤0.01% 1146
2023
Q4 		$217K Sell
4,014
-71
-2% -$3.4K 0.01% 1081
2023
Q3 		$204K Buy
+4,085
New +$220K 0.01% 1026

Other funds holding OLN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Kestra Private Wealth Services's OLN Position: Q2 2024 in Review

Kestra Private Wealth Services sold out of Olin (OLN) in Q2 2024, closing a stake of 3,707 shares — an estimated $218K sold.

Kestra Private Wealth Services first reported a position in OLN in Q3 2023 and held it in 3 quarters. The position peaked at $218K in Q1 2024. 445 funds tracked by Wall St. Rank hold OLN as of Q2 2024.

  • Kestra Private Wealth Services reported no remaining Olin position as of Q2 2024 after selling out during the quarter.
  • Kestra Private Wealth Services sold 3,707 Olin shares in Q2 2024, an estimated $218K.
  • Kestra Private Wealth Services first reported a position in Olin in Q3 2023 and held it in 3 quarters.
  • Kestra Private Wealth Services's Olin position peaked at $218K in Q1 2024.
  • 445 funds tracked by Wall St. Rank held Olin as of Q2 2024.

Based on Kestra Private Wealth Services's 13F filing for Q2 2024, filed 12 Aug 2024.