RWM
OLP

Raffa Wealth Management’s One Liberty Properties OLP Stock Holding History

Raffa Wealth Management’s Portfolio OLP Stock Details OLP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-36
Closed -$1K – 760
2018
Q3 		$1K Hold
36
– – ﹤0.01% 604
2018
Q2 		$951 Hold
36
– – ﹤0.01% 617
2018
Q1 		$796 Buy
+36
New +$858 ﹤0.01% 688

Other funds holding OLP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Raffa Wealth Management's OLP Position: Q4 2018 in Review

Raffa Wealth Management sold out of One Liberty Properties (OLP) in Q4 2018, closing a stake of 36 shares — an estimated $1K sold.

Raffa Wealth Management first reported a position in OLP in Q1 2018 and held it in 3 quarters. The position peaked at $1K in Q3 2018. 111 funds tracked by Wall St. Rank hold OLP as of Q4 2018.

  • Raffa Wealth Management reported no remaining One Liberty Properties position as of Q4 2018 after selling out during the quarter.
  • Raffa Wealth Management sold 36 One Liberty Properties shares in Q4 2018, an estimated $1K.
  • Raffa Wealth Management first reported a position in One Liberty Properties in Q1 2018 and held it in 3 quarters.
  • Raffa Wealth Management's One Liberty Properties position peaked at $1K in Q3 2018.
  • 111 funds tracked by Wall St. Rank held One Liberty Properties as of Q4 2018.

Based on Raffa Wealth Management's 13F filing for Q4 2018, filed 27 Jul 2026.