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TFO Wealth Partners’s OneMain Financial OMF Stock Holding History

TFO Wealth Partners’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
2024
Q2 		– Sell
-1
Closed -$51 – 551
2024
Q1 		$51 Hold
1
– – ﹤0.01% 718
2023
Q4 		$49 Hold
1
– – ﹤0.01% 868
2023
Q3 		$44 Hold
1
– – ﹤0.01% 1051
2023
Q2 		$44 Hold
1
– – ﹤0.01% 768
2023
Q1 		$37 Sell
1
-262
-100% -$10.5K ﹤0.01% 762
2022
Q4 		$7.25K Buy
+263
New +$9.32K ﹤0.01% 136

Other funds holding OMF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TFO Wealth Partners's OMF Position: Q2 2024 in Review

TFO Wealth Partners sold out of OneMain Financial (OMF) in Q2 2024, closing a stake of 1 share — an estimated $51 sold.

TFO Wealth Partners first reported a position in OMF in Q4 2022 and held it in 6 quarters. The position peaked at $7.25K in Q4 2022. 374 funds tracked by Wall St. Rank hold OMF as of Q2 2024.

  • TFO Wealth Partners reported no remaining OneMain Financial position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 1 OneMain Financial share in Q2 2024, an estimated $51.
  • TFO Wealth Partners first reported a position in OneMain Financial in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's OneMain Financial position peaked at $7.25K in Q4 2022.
  • 374 funds tracked by Wall St. Rank held OneMain Financial as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.