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O'Connor Financial Group’s OneAscent Large Cap Core ETF OALC Stock Holding History

O'Connor Financial Group’s Portfolio OALC Stock Details OALC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-23,232
Closed -$513K – 54
2023
Q1 		$513K Buy
+23,232
New +$502K 0.39% 38

Other funds holding OALC

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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

O'Connor Financial Group sold out of OneAscent Large Cap Core ETF (OALC) in Q2 2023, closing a stake of 23,232 shares — an estimated $513K sold.

O'Connor Financial Group first reported a position in OALC in Q1 2023 and held it in 1 quarter. The position peaked at $513K in Q1 2023. 8 funds tracked by Wall St. Rank hold OALC as of Q2 2023.

  • O'Connor Financial Group reported no remaining OneAscent Large Cap Core ETF position as of Q2 2023 after selling out during the quarter.
  • O'Connor Financial Group sold 23,232 OneAscent Large Cap Core ETF shares in Q2 2023, an estimated $513K.
  • O'Connor Financial Group first reported a position in OneAscent Large Cap Core ETF in Q1 2023 and held it in 1 quarter.
  • O'Connor Financial Group's OneAscent Large Cap Core ETF position peaked at $513K in Q1 2023.
  • 8 funds tracked by Wall St. Rank held OneAscent Large Cap Core ETF as of Q2 2023.

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