LWM
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Liberty Wealth Management’s Owens Corning OC Stock Holding History

Liberty Wealth Management’s Portfolio OC Stock Details OC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-8
Closed – – 1146
2021
Q1 		$0 Hold
8
– – ﹤0.01% 1013
2020
Q4 		$0 Buy
+8
New +$583 ﹤0.01% 1038
2020
Q1 		– Sell
-114
Closed -$11K – 953
2019
Q4 		$11K Buy
+114
New +$7.3K 0.01% 523

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Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Liberty Wealth Management's OC Position: Q2 2021 in Review

Liberty Wealth Management sold out of Owens Corning (OC) in Q2 2021, closing a stake of 8 shares.

Liberty Wealth Management first reported a position in OC in Q4 2019 and held it in 3 quarters. The position peaked at $11K in Q4 2019. 458 funds tracked by Wall St. Rank hold OC as of Q2 2021.

  • Liberty Wealth Management reported no remaining Owens Corning position as of Q2 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 8 Owens Corning shares in Q2 2021.
  • Liberty Wealth Management first reported a position in Owens Corning in Q4 2019 and held it in 3 quarters.
  • Liberty Wealth Management's Owens Corning position peaked at $11K in Q4 2019.
  • 458 funds tracked by Wall St. Rank held Owens Corning as of Q2 2021.

Based on Liberty Wealth Management's 13F filing for Q2 2021, filed 13 Aug 2021.