OWA
CNH

Opal Wealth Advisors’s CNH Industrial CNH Stock Holding History

Opal Wealth Advisors’s Portfolio CNH Stock Details CNH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-432
Closed -$4.38K – 1216
2024
Q2 		$4.38K Buy
+432
New +$4.89K ﹤0.01% 832

Other funds holding CNH

Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
TBC
Tweedy, Browne Co Stamford, Connecticut $1.32B AUM 32.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Opal Wealth Advisors's CNH Position: Q3 2024 in Review

Opal Wealth Advisors sold out of CNH Industrial (CNH) in Q3 2024, closing a stake of 432 shares — an estimated $4.38K sold.

Opal Wealth Advisors first reported a position in CNH in Q2 2024 and held it in 1 quarter. The position peaked at $4.38K in Q2 2024. 452 funds tracked by Wall St. Rank hold CNH as of Q3 2024.

  • Opal Wealth Advisors reported no remaining CNH Industrial position as of Q3 2024 after selling out during the quarter.
  • Opal Wealth Advisors sold 432 CNH Industrial shares in Q3 2024, an estimated $4.38K.
  • Opal Wealth Advisors first reported a position in CNH Industrial in Q2 2024 and held it in 1 quarter.
  • Opal Wealth Advisors's CNH Industrial position peaked at $4.38K in Q2 2024.
  • 452 funds tracked by Wall St. Rank held CNH Industrial as of Q3 2024.

Based on Opal Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.