WealthPLAN Partners’s Olin OLN Stock Holding History

WealthPLAN Partners’s Portfolio OLN Stock Details OLN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-330	Closed	-$17K	–	869
2023 Q2	$17K	Hold	330	–	–	﹤0.01%	711
2023 Q1	$18.3K	Buy	+330	New	+$18.9K	﹤0.01%	748

Other funds holding OLN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

YAM

Yacktman Asset Management Austin, Texas $8.09B AUM 19.03% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

WealthPLAN Partners's OLN Position: Q3 2023 in Review

WealthPLAN Partners sold out of Olin (OLN) in Q3 2023, closing a stake of 330 shares — an estimated $17K sold.

WealthPLAN Partners first reported a position in OLN in Q1 2023 and held it in 2 quarters. The position peaked at $18.3K in Q1 2023. 427 funds tracked by Wall St. Rank hold OLN as of Q3 2023.

WealthPLAN Partners reported no remaining Olin position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 330 Olin shares in Q3 2023, an estimated $17K.
WealthPLAN Partners first reported a position in Olin in Q1 2023 and held it in 2 quarters.
WealthPLAN Partners's Olin position peaked at $18.3K in Q1 2023.
427 funds tracked by Wall St. Rank held Olin as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.