Atria Wealth Solutions
OVBC icon

Atria Wealth Solutions’s Ohio Valley Banc Corp OVBC Stock Holding History

Atria Wealth Solutions’s Portfolio OVBC Stock Details OVBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-16,000
Closed -$388K – 2060
2024
Q3 		$388K Sell
16,000
-2,000
-11% -$46.6K ﹤0.01% 1367
2024
Q2 		$360K Hold
18,000
– – ﹤0.01% 1397
2024
Q1 		$440K Sell
18,000
-2,913
-14% -$70.2K 0.01% 1324
2023
Q4 		$481K Hold
20,913
– – 0.01% 1237
2023
Q3 		$507K Hold
20,913
– – 0.01% 1124
2023
Q2 		$507K Hold
20,913
– – 0.01% 1151
2023
Q1 		$490K Hold
20,913
– – 0.01% 1151
2022
Q4 		$553K Hold
20,913
– – 0.01% 1028
2022
Q3 		$582K Buy
+20,913
New +$620K 0.01% 943

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Dimensional Fund Advisors
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Vanguard Group
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BlackRock
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FL
Fourthstone LLC St Louis, Missouri $140M AUM 42.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bridgeway Capital Management
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Atria Wealth Solutions's OVBC Position: Q4 2024 in Review

Atria Wealth Solutions sold out of Ohio Valley Banc Corp (OVBC) in Q4 2024, closing a stake of 16,000 shares — an estimated $388K sold.

Atria Wealth Solutions first reported a position in OVBC in Q3 2022 and held it in 9 quarters. The position peaked at $582K in Q3 2022. 25 funds tracked by Wall St. Rank hold OVBC as of Q4 2024.

  • Atria Wealth Solutions reported no remaining Ohio Valley Banc Corp position as of Q4 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 16,000 Ohio Valley Banc Corp shares in Q4 2024, an estimated $388K.
  • Atria Wealth Solutions first reported a position in Ohio Valley Banc Corp in Q3 2022 and held it in 9 quarters.
  • Atria Wealth Solutions's Ohio Valley Banc Corp position peaked at $582K in Q3 2022.
  • 25 funds tracked by Wall St. Rank held Ohio Valley Banc Corp as of Q4 2024.

Based on Atria Wealth Solutions's 13F filing for Q4 2024, filed 31 Jan 2025.