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

Other funds holding OVBC

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

AWC

Abundance Wealth Counselors State College, Pennsylvania $697M AUM 23.83% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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.