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Wetzel Investment Advisors’s OneMain Financial OMF Stock Holding History

Wetzel Investment 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
2024
Q3 		– Sell
-54
Closed -$2.76K – 656
2024
Q2 		$2.76K Hold
54
– – ﹤0.01% 697
2024
Q1 		$2.59K Hold
54
– – ﹤0.01% 800
2023
Q4 		$3K Buy
+54
New +$2.2K ﹤0.01% 795

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Wetzel Investment Advisors's OMF Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of OneMain Financial (OMF) in Q3 2024, closing a stake of 54 shares — an estimated $2.76K sold.

Wetzel Investment Advisors first reported a position in OMF in Q4 2023 and held it in 3 quarters. The position peaked at $3K in Q4 2023. 379 funds tracked by Wall St. Rank hold OMF as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining OneMain Financial position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 54 OneMain Financial shares in Q3 2024, an estimated $2.76K.
  • Wetzel Investment Advisors first reported a position in OneMain Financial in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's OneMain Financial position peaked at $3K in Q4 2023.
  • 379 funds tracked by Wall St. Rank held OneMain Financial as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.