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Plante Moran Financial Advisors’s Owens Corning OC Stock Holding History

Plante Moran Financial 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
2023
Q2 		– Sell
-63
Closed -$6.04K – 847
2023
Q1 		$6.04K Buy
+63
New +$5.96K ﹤0.01% 630
2022
Q1 		– Sell
-15
Closed -$1K – 939
2021
Q4 		$1K Buy
+15
New +$1.36K ﹤0.01% 967
2021
Q2 		– Sell
-7
Closed -$1K – 1047
2021
Q1 		$1K Buy
+7
New +$587 ﹤0.01% 966
2017
Q1 		– Sell
-18
Closed -$1K – 983
2016
Q4 		$1K Buy
+18
New +$932 ﹤0.01% 924

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
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Plante Moran Financial Advisors's OC Position: Q2 2023 in Review

Plante Moran Financial Advisors sold out of Owens Corning (OC) in Q2 2023, closing a stake of 63 shares — an estimated $6.04K sold.

Plante Moran Financial Advisors first reported a position in OC in Q4 2016 and held it in 4 quarters. The position peaked at $6.04K in Q1 2023. 558 funds tracked by Wall St. Rank hold OC as of Q2 2023.

  • Plante Moran Financial Advisors reported no remaining Owens Corning position as of Q2 2023 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 63 Owens Corning shares in Q2 2023, an estimated $6.04K.
  • Plante Moran Financial Advisors first reported a position in Owens Corning in Q4 2016 and held it in 4 quarters.
  • Plante Moran Financial Advisors's Owens Corning position peaked at $6.04K in Q1 2023.
  • 558 funds tracked by Wall St. Rank held Owens Corning as of Q2 2023.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2023, filed 7 Aug 2023.