Avantax Planning Partners’s Old Dominion Freight Line ODFL Stock Holding History

Avantax Planning Partners’s Portfolio ODFL Stock Details ODFL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-1,410	Closed	-$240K	–	386
2023 Q1	$240K	Sell	1,410 -1,760	-56%	-$295K	0.01%	328
2022 Q4	$450K	Sell	3,170 -240	-7%	-$34.1K	0.02%	242
2022 Q3	$424K	Buy	+3,410	New	+$472K	0.02%	240
2018 Q4	–	Sell	-588	Closed	-$32K	–	907
2018 Q3	$32K	Buy	+588	New	+$29.8K	﹤0.01%	590
2018 Q2	–	Sell	-870	Closed	-$43K	–	1069
2018 Q1	$43K	Buy	+870	New	+$41.2K	﹤0.01%	559

Other funds holding ODFL

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Avantax Planning Partners's ODFL Position: Q2 2023 in Review

Avantax Planning Partners sold out of Old Dominion Freight Line (ODFL) in Q2 2023, closing a stake of 1,410 shares — an estimated $240K sold.

Avantax Planning Partners first reported a position in ODFL in Q1 2018 and held it in 5 quarters. The position peaked at $450K in Q4 2022. 784 funds tracked by Wall St. Rank hold ODFL as of Q2 2023.

Avantax Planning Partners reported no remaining Old Dominion Freight Line position as of Q2 2023 after selling out during the quarter.
Avantax Planning Partners sold 1,410 Old Dominion Freight Line shares in Q2 2023, an estimated $240K.
Avantax Planning Partners first reported a position in Old Dominion Freight Line in Q1 2018 and held it in 5 quarters.
Avantax Planning Partners's Old Dominion Freight Line position peaked at $450K in Q4 2022.
784 funds tracked by Wall St. Rank held Old Dominion Freight Line as of Q2 2023.

Based on Avantax Planning Partners's 13F filing for Q2 2023, filed 18 Jul 2023.