Kingswood Wealth Advisors’s Olin OLN Stock Holding History

Kingswood Wealth Advisors’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 Q1	–	Sell	-3,763	Closed	-$203K	–	676
2023 Q4	$203K	Buy	+3,763	New	+$180K	0.02%	577

Other funds holding OLN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Kingswood Wealth Advisors's OLN Position: Q1 2024 in Review

Kingswood Wealth Advisors sold out of Olin (OLN) in Q1 2024, closing a stake of 3,763 shares — an estimated $203K sold.

Kingswood Wealth Advisors first reported a position in OLN in Q4 2023 and held it in 1 quarter. The position peaked at $203K in Q4 2023. 435 funds tracked by Wall St. Rank hold OLN as of Q1 2024.

Kingswood Wealth Advisors reported no remaining Olin position as of Q1 2024 after selling out during the quarter.
Kingswood Wealth Advisors sold 3,763 Olin shares in Q1 2024, an estimated $203K.
Kingswood Wealth Advisors first reported a position in Olin in Q4 2023 and held it in 1 quarter.
Kingswood Wealth Advisors's Olin position peaked at $203K in Q4 2023.
435 funds tracked by Wall St. Rank held Olin as of Q1 2024.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2024, filed 15 Apr 2024.