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Sutton Wealth Advisors’s OneMain Financial OMF Stock Holding History

Sutton Wealth Advisors’s Portfolio OMF Stock Details OMF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$615 Hold
15
– – ﹤0.01% 808
2023
Q2 		$655 Buy
+15
New +$585 ﹤0.01% 794
2021
Q4 		– Sell
-30
Closed -$1.66K – 1686
2021
Q3 		$1.66K Buy
+30
New +$1.74K ﹤0.01% 1193

Other funds holding OMF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
PCM
Patient Capital Management Baltimore, Maryland $2.74B AUM 43.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Sutton Wealth Advisors's OMF Position: Q3 2023 in Review

Sutton Wealth Advisors held its OneMain Financial (OMF) position steady in Q3 2023 at 15 shares worth $615. The position accounts for ﹤0.01% of the portfolio, ranked #808.

Sutton Wealth Advisors first reported a position in OMF in Q3 2021 and has held it in 3 quarters since. The position peaked at $1.66K in Q3 2021. 331 funds tracked by Wall St. Rank hold OMF as of Q3 2023.

  • Sutton Wealth Advisors held 15 shares of OneMain Financial worth $615 as of Q3 2023.
  • Sutton Wealth Advisors left its OneMain Financial share count unchanged in Q3 2023.
  • OneMain Financial made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #808 holding.
  • Sutton Wealth Advisors first reported a position in OneMain Financial in Q3 2021 and has held it in 3 quarters since.
  • Sutton Wealth Advisors's OneMain Financial position peaked at $1.66K in Q3 2021.
  • 331 funds tracked by Wall St. Rank held OneMain Financial as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.