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Pacific Capital Wealth Advisors’s Owens Corning OC Stock Holding History

Pacific Capital Wealth Advisors’s Portfolio OC Stock Details OC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-125
Closed -$21.3K – 280
2024
Q4 		$21.3K Hold
125
– – ﹤0.01% 219
2024
Q3 		$22.1K Buy
+125
New +$21.1K ﹤0.01% 229

Other funds holding OC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Pacific Capital Wealth Advisors's OC Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of Owens Corning (OC) in Q1 2025, closing a stake of 125 shares — an estimated $21.3K sold.

Pacific Capital Wealth Advisors first reported a position in OC in Q3 2024 and held it in 2 quarters. The position peaked at $22.1K in Q3 2024. 724 funds tracked by Wall St. Rank hold OC as of Q1 2025.

  • Pacific Capital Wealth Advisors reported no remaining Owens Corning position as of Q1 2025 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 125 Owens Corning shares in Q1 2025, an estimated $21.3K.
  • Pacific Capital Wealth Advisors first reported a position in Owens Corning in Q3 2024 and held it in 2 quarters.
  • Pacific Capital Wealth Advisors's Owens Corning position peaked at $22.1K in Q3 2024.
  • 724 funds tracked by Wall St. Rank held Owens Corning as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.