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Laurel Wealth Advisors (California)’s OneMain Financial OMF Stock Holding History

Laurel Wealth Advisors (California)’s Portfolio OMF Stock Details OMF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-5,664
Closed -$211K – 657
2022
Q2 		$211K Sell
5,664
-763
-12% -$33K 0.02% 622
2022
Q1 		$305K Hold
6,427
– – 0.03% 574
2021
Q4 		$322K Buy
+6,427
New +$340K 0.02% 595

Other funds holding OMF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return

Laurel Wealth Advisors (California)'s OMF Position: Q3 2022 in Review

Laurel Wealth Advisors (California) sold out of OneMain Financial (OMF) in Q3 2022, closing a stake of 5,664 shares — an estimated $211K sold.

Laurel Wealth Advisors (California) first reported a position in OMF in Q4 2021 and held it in 3 quarters. The position peaked at $322K in Q4 2021. 308 funds tracked by Wall St. Rank hold OMF as of Q3 2022.

  • Laurel Wealth Advisors (California) reported no remaining OneMain Financial position as of Q3 2022 after selling out during the quarter.
  • Laurel Wealth Advisors (California) sold 5,664 OneMain Financial shares in Q3 2022, an estimated $211K.
  • Laurel Wealth Advisors (California) first reported a position in OneMain Financial in Q4 2021 and held it in 3 quarters.
  • Laurel Wealth Advisors (California)'s OneMain Financial position peaked at $322K in Q4 2021.
  • 308 funds tracked by Wall St. Rank held OneMain Financial as of Q3 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q3 2022, filed 14 Nov 2022.