TWA
OMF icon

TCI Wealth Advisors’s OneMain Financial OMF Stock Holding History

TCI 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
Q2 		– Sell
-97
Closed -$3.6K – 1579
2023
Q1 		$3.6K Sell
97
-134
-58% -$5.38K ﹤0.01% 1742
2022
Q4 		$7.7K Sell
231
-275
-54% -$9.75K ﹤0.01% 1250
2022
Q3 		$15K Buy
506
+420
+488% +$15.5K ﹤0.01% 803
2022
Q2 		$3K Sell
86
-3
-3% -$130 ﹤0.01% 1854
2022
Q1 		$4K Buy
89
+3
+3% +$150 ﹤0.01% 1754
2021
Q4 		$4K Sell
86
-154
-64% -$8.15K ﹤0.01% 1865
2021
Q3 		$13K Buy
240
+49
+26% +$2.85K ﹤0.01% 926
2021
Q2 		$11K Buy
191
+32
+20% +$1.81K ﹤0.01% 917
2021
Q1 		$9K Buy
159
+73
+85% +$3.77K ﹤0.01% 928
2020
Q4 		$4K Hold
86
– – ﹤0.01% 994
2020
Q3 		$3K Hold
86
– – ﹤0.01% 981
2020
Q2 		$2K Buy
86
+68
+378% +$1.55K ﹤0.01% 1092
2020
Q1 		$0 Hold
18
– – ﹤0.01% 1675
2019
Q4 		$1K Hold
18
– – ﹤0.01% 1397
2019
Q3 		$1K Hold
18
– – ﹤0.01% 1349
2019
Q2 		$1K Buy
+18
New +$588 ﹤0.01% 1265
2017
Q3 		– Sell
-31
Closed -$1K – 1365
2017
Q2 		$1K Hold
31
– – ﹤0.01% 1186
2017
Q1 		$1K Buy
+31
New +$779 ﹤0.01% 1139

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
PCM
Patient Capital Management Baltimore, Maryland $2.74B AUM 43.59% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return

TCI Wealth Advisors's OMF Position: Q2 2023 in Review

TCI Wealth Advisors sold out of OneMain Financial (OMF) in Q2 2023, closing a stake of 97 shares — an estimated $3.6K sold.

TCI Wealth Advisors first reported a position in OMF in Q1 2017 and held it in 18 quarters. The position peaked at $15K in Q3 2022. 308 funds tracked by Wall St. Rank hold OMF as of Q2 2023.

  • TCI Wealth Advisors reported no remaining OneMain Financial position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 97 OneMain Financial shares in Q2 2023, an estimated $3.6K.
  • TCI Wealth Advisors first reported a position in OneMain Financial in Q1 2017 and held it in 18 quarters.
  • TCI Wealth Advisors's OneMain Financial position peaked at $15K in Q3 2022.
  • 308 funds tracked by Wall St. Rank held OneMain Financial as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.