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Beacon Harbor Wealth Advisors’s Old Dominion Freight Line ODFL Stock Holding History

Beacon Harbor Wealth Advisors’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
2021
Q2 		– Sell
-36,202
Closed -$4.35M – 74
2021
Q1 		$4.35M Buy
+36,202
New +$3.88M 1.74% 16

Other funds holding ODFL

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 Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Beacon Harbor Wealth Advisors's ODFL Position: Q2 2021 in Review

Beacon Harbor Wealth Advisors sold out of Old Dominion Freight Line (ODFL) in Q2 2021, closing a stake of 36,202 shares — an estimated $4.35M sold.

Beacon Harbor Wealth Advisors first reported a position in ODFL in Q1 2021 and held it in 1 quarter. The position peaked at $4.35M in Q1 2021. 688 funds tracked by Wall St. Rank hold ODFL as of Q2 2021.

  • Beacon Harbor Wealth Advisors reported no remaining Old Dominion Freight Line position as of Q2 2021 after selling out during the quarter.
  • Beacon Harbor Wealth Advisors sold 36,202 Old Dominion Freight Line shares in Q2 2021, an estimated $4.35M.
  • Beacon Harbor Wealth Advisors first reported a position in Old Dominion Freight Line in Q1 2021 and held it in 1 quarter.
  • Beacon Harbor Wealth Advisors's Old Dominion Freight Line position peaked at $4.35M in Q1 2021.
  • 688 funds tracked by Wall St. Rank held Old Dominion Freight Line as of Q2 2021.

Based on Beacon Harbor Wealth Advisors's 13F filing for Q2 2021, filed 29 Jul 2021.