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WR Wealth Planners’s Owens Corning OC Stock Holding History

WR Wealth Planners’s Portfolio OC Stock Details OC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$12.3K Buy
72
+16
+29% +$2.99K ﹤0.01% 564
2024
Q3 		$9.88K Sell
56
-1
-2% -$168 ﹤0.01% 630
2024
Q2 		$9.9K Buy
57
+25
+78% +$4.33K ﹤0.01% 591
2024
Q1 		$5.34K Buy
+32
New +$4.88K ﹤0.01% 704
2023
Q4 		– Sell
-2,969
Closed -$405K – 630
2023
Q3 		$405K Buy
2,969
+132
+5% +$18.1K 0.15% 106
2023
Q2 		$370K Buy
2,837
+91
+3% +$9.97K 0.14% 114
2023
Q1 		$263K Buy
2,746
+97
+4% +$9.18K 0.11% 131
2022
Q4 		$226K Sell
2,649
-1,634
-38% -$143K 0.14% 106
2022
Q3 		$337K Buy
4,283
+284
+7% +$23.9K 0.24% 70
2022
Q2 		$297K Buy
3,999
+102
+3% +$9.01K 0.2% 86
2022
Q1 		$357K Buy
+3,897
New +$358K 0.21% 80

Other funds holding OC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

WR Wealth Planners's OC Position: Q4 2024 in Review

WR Wealth Planners increased its Owens Corning (OC) stake by 29% in Q4 2024, buying an estimated $2.99K and bringing the position to 72 shares worth $12.3K. The position accounts for ﹤0.01% of the portfolio, ranked #564.

WR Wealth Planners first reported a position in OC in Q1 2022 and has held it in 11 quarters since. The position peaked at $405K in Q3 2023. 773 funds tracked by Wall St. Rank hold OC as of Q4 2024.

  • WR Wealth Planners held 72 shares of Owens Corning worth $12.3K as of Q4 2024.
  • WR Wealth Planners bought 16 Owens Corning shares in Q4 2024, an estimated $2.99K.
  • Owens Corning made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #564 holding.
  • WR Wealth Planners first reported a position in Owens Corning in Q1 2022 and has held it in 11 quarters since.
  • WR Wealth Planners's Owens Corning position peaked at $405K in Q3 2023.
  • 773 funds tracked by Wall St. Rank held Owens Corning as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.