Osaic Holdings
OLB icon

Osaic Holdings’s OLB OLB Stock Holding History

Osaic Holdings’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
2024
Q4 		– Sell
-10
Closed -$25 – 7561
2024
Q3 		$25 Buy
+10
New +$24 ﹤0.01% 7332
2024
Q2 		– Sell
-10
Closed -$57 – 7555
2024
Q1 		$57 Hold
10
– – ﹤0.01% 7074
2023
Q4 		$106 Hold
10
– – ﹤0.01% 7106
2023
Q3 		$72 Hold
10
– – ﹤0.01% 7254
2023
Q2 		$91 Hold
10
– – ﹤0.01% 7294
2023
Q1 		$102 Hold
10
– – ﹤0.01% 7333
2022
Q4 		$0 Buy
+10
New +$94 ﹤0.01% 7362
2021
Q2 		– Sell
-3
Closed – – 7090
2021
Q1 		$0 Buy
+3
New +$187 ﹤0.01% 6908

Other funds holding OLB

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
MSWA
Marshall & Sterling Wealth Advisors Poughkeepsie, New York $169M AUM 17.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Osaic Holdings's OLB Position: Q4 2024 in Review

Osaic Holdings sold out of OLB (OLB) in Q4 2024, closing a stake of 10 shares — an estimated $25 sold.

Osaic Holdings first reported a position in OLB in Q1 2021 and held it in 8 quarters. The position peaked at $106 in Q4 2023. 9 funds tracked by Wall St. Rank hold OLB as of Q4 2024.

  • Osaic Holdings reported no remaining OLB position as of Q4 2024 after selling out during the quarter.
  • Osaic Holdings sold 10 OLB shares in Q4 2024, an estimated $25.
  • Osaic Holdings first reported a position in OLB in Q1 2021 and held it in 8 quarters.
  • Osaic Holdings's OLB position peaked at $106 in Q4 2023.
  • 9 funds tracked by Wall St. Rank held OLB as of Q4 2024.

Based on Osaic Holdings's 13F filing for Q4 2024, filed 7 Feb 2025.