BFIM
OPOF

Beese Fulmer Investment Management’s Old Point Financial OPOF Stock Holding History

Beese Fulmer Investment Management’s Portfolio OPOF Stock Details OPOF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-5,990
Closed -$91K – 433
2020
Q2 		$91K Buy
+5,990
New +$93.3K 0.01% 252
2017
Q3 		– Sell
-9,275
Closed -$305K – 190
2017
Q2 		$305K Hold
9,275
– – 0.07% 129
2017
Q1 		$280K Hold
9,275
– – 0.07% 138
2016
Q4 		$232K Buy
+9,275
New +$203K 0.06% 150

Other funds holding OPOF

FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $360M AUM 32.54% 1-Year Est. Return
OPTFSNA
Old Point Trust & Financial Services N A Newport News, Virginia $329M AUM 22.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PWM
PBMares Wealth Management Williamsburg, Virginia $617M AUM 13.03% 1-Year Est. Return
PCM
Penn Capital Management Philadelphia, Pennsylvania $1.58B AUM 81.2% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Beese Fulmer Investment Management's OPOF Position: Q3 2020 in Review

Beese Fulmer Investment Management sold out of Old Point Financial (OPOF) in Q3 2020, closing a stake of 5,990 shares — an estimated $91K sold.

Beese Fulmer Investment Management first reported a position in OPOF in Q4 2016 and held it in 4 quarters. The position peaked at $305K in Q2 2017. 21 funds tracked by Wall St. Rank hold OPOF as of Q3 2020.

  • Beese Fulmer Investment Management reported no remaining Old Point Financial position as of Q3 2020 after selling out during the quarter.
  • Beese Fulmer Investment Management sold 5,990 Old Point Financial shares in Q3 2020, an estimated $91K.
  • Beese Fulmer Investment Management first reported a position in Old Point Financial in Q4 2016 and held it in 4 quarters.
  • Beese Fulmer Investment Management's Old Point Financial position peaked at $305K in Q2 2017.
  • 21 funds tracked by Wall St. Rank held Old Point Financial as of Q3 2020.

Based on Beese Fulmer Investment Management's 13F filing for Q3 2020, filed 8 Oct 2020.