MWM
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Modera Wealth Management’s Owens Corning OC Stock Holding History

Modera 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
2022
Q1 		– Sell
-2,595
Closed -$235K – 517
2021
Q4 		$235K Buy
+2,595
New +$236K 0.01% 507

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Nordea Investment Management
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Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
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AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Modera Wealth Management's OC Position: Q1 2022 in Review

Modera Wealth Management sold out of Owens Corning (OC) in Q1 2022, closing a stake of 2,595 shares — an estimated $235K sold.

Modera Wealth Management first reported a position in OC in Q4 2021 and held it in 1 quarter. The position peaked at $235K in Q4 2021. 488 funds tracked by Wall St. Rank hold OC as of Q1 2022.

  • Modera Wealth Management reported no remaining Owens Corning position as of Q1 2022 after selling out during the quarter.
  • Modera Wealth Management sold 2,595 Owens Corning shares in Q1 2022, an estimated $235K.
  • Modera Wealth Management first reported a position in Owens Corning in Q4 2021 and held it in 1 quarter.
  • Modera Wealth Management's Owens Corning position peaked at $235K in Q4 2021.
  • 488 funds tracked by Wall St. Rank held Owens Corning as of Q1 2022.

Based on Modera Wealth Management's 13F filing for Q1 2022, filed 3 May 2022.