Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
OCFG
O'Connor Financial Group’s
OneAscent Emerging Markets ETF
OAEM
Stock Holding History
O'Connor Financial Group’s Portfolio
OAEM Stock Details
OAEM Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2023
Q2
–
Sell
-13,244
Closed
-$377K
–
52
2023
Q1
$377K
Buy
+13,244
New
+$364K
0.28%
45
Other funds holding OAEM
AI
Atria Investments
Charlotte, North Carolina
$8.94B AUM
20.84%
1-Year Est. Return
OWM
OneAscent Wealth Management
Birmingham, Alabama
$302M AUM
15.12%
1-Year Est. Return
OFS
OneAscent Financial Services
Birmingham, Alabama
$1.85B AUM
18.45%
1-Year Est. Return
Cambridge Investment Research Advisors
Fairfield, Iowa
$38.8B AUM
21.88%
1-Year Est. Return
RA
RFG Advisory
Birmingham, Alabama
$6.4B AUM
19.93%
1-Year Est. Return
Jane Street
New York
$777B AUM
61.18%
1-Year Est. Return
KAS
Kestra Advisory Services
Austin, Texas
$26.4B AUM
21.05%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close