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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
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 $9.98B AUM 26.5% 1-Year Est. Return
OWM
OneAscent Wealth Management Birmingham, Alabama $336M AUM 20.38% 1-Year Est. Return
OFS
OneAscent Financial Services Birmingham, Alabama $2.09B AUM 24.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

O'Connor Financial Group's OAEM Position: Q2 2023 in Review

O'Connor Financial Group sold out of OneAscent Emerging Markets ETF (OAEM) in Q2 2023, closing a stake of 13,244 shares — an estimated $377K sold.

O'Connor Financial Group first reported a position in OAEM in Q1 2023 and held it in 1 quarter. The position peaked at $377K in Q1 2023. 7 funds tracked by Wall St. Rank hold OAEM as of Q2 2023.

  • O'Connor Financial Group reported no remaining OneAscent Emerging Markets ETF position as of Q2 2023 after selling out during the quarter.
  • O'Connor Financial Group sold 13,244 OneAscent Emerging Markets ETF shares in Q2 2023, an estimated $377K.
  • O'Connor Financial Group first reported a position in OneAscent Emerging Markets ETF in Q1 2023 and held it in 1 quarter.
  • O'Connor Financial Group's OneAscent Emerging Markets ETF position peaked at $377K in Q1 2023.
  • 7 funds tracked by Wall St. Rank held OneAscent Emerging Markets ETF as of Q2 2023.

Based on O'Connor Financial Group's 13F filing for Q2 2023, filed 14 Jul 2023.