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NewEdge Advisors’s OLB OLB Stock Holding History

NewEdge Advisors’s Portfolio OLB Stock Details OLB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-100
Closed -$1 – 3917
2022
Q4 		$1 Buy
+100
New +$939 ﹤0.01% 4027

Other funds holding OLB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AT
Avalon Trust Santa Fe, New Mexico $1.45B AUM 35.31% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NewEdge Advisors's OLB Position: Q1 2023 in Review

NewEdge Advisors sold out of OLB (OLB) in Q1 2023, closing a stake of 100 shares — an estimated $1 sold.

NewEdge Advisors first reported a position in OLB in Q4 2022 and held it in 1 quarter. The position peaked at $1 in Q4 2022. 12 funds tracked by Wall St. Rank hold OLB as of Q1 2023.

  • NewEdge Advisors reported no remaining OLB position as of Q1 2023 after selling out during the quarter.
  • NewEdge Advisors sold 100 OLB shares in Q1 2023, an estimated $1.
  • NewEdge Advisors first reported a position in OLB in Q4 2022 and held it in 1 quarter.
  • NewEdge Advisors's OLB position peaked at $1 in Q4 2022.
  • 12 funds tracked by Wall St. Rank held OLB as of Q1 2023.

Based on NewEdge Advisors's 13F filing for Q1 2023, filed 12 May 2023.