Benjamin F. Edwards & Company’s Old Point Financial OPOF Stock Holding History

Benjamin F. Edwards & Company’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
2023 Q2	–	Sell	-1,000	Closed	-$24K	–	1821
2023 Q1	$24K	Hold	1,000	–	–	﹤0.01%	1239
2022 Q4	$27K	Hold	1,000	–	–	﹤0.01%	1213
2022 Q3	$28K	Hold	1,000	–	–	﹤0.01%	1186
2022 Q2	$25K	Hold	1,000	–	–	﹤0.01%	1195
2022 Q1	$25K	Hold	1,000	–	–	﹤0.01%	1190
2021 Q4	$23K	Hold	1,000	–	–	﹤0.01%	1212
2021 Q3	$21K	Hold	1,000	–	–	﹤0.01%	1214
2021 Q2	$24K	Hold	1,000	–	–	﹤0.01%	1188
2021 Q1	$24K	Hold	1,000	–	–	﹤0.01%	1161
2020 Q4	$19K	Buy	+1,000	New	+$17.2K	﹤0.01%	1162

Other funds holding OPOF

PCA

PL Capital Advisors Naples, Florida $360M AUM 32.54% 1-Year Est. Return

FCM

FJ Capital Management Mclean, Virginia $888M AUM 18.97% 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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

PWM

PBMares Wealth Management Williamsburg, Virginia $617M AUM 13.03% 1-Year Est. Return

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

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

BCM

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Benjamin F. Edwards & Company's OPOF Position: Q2 2023 in Review

Benjamin F. Edwards & Company sold out of Old Point Financial (OPOF) in Q2 2023, closing a stake of 1,000 shares — an estimated $24K sold.

Benjamin F. Edwards & Company first reported a position in OPOF in Q4 2020 and held it in 10 quarters. The position peaked at $28K in Q3 2022. 21 funds tracked by Wall St. Rank hold OPOF as of Q2 2023.

Benjamin F. Edwards & Company reported no remaining Old Point Financial position as of Q2 2023 after selling out during the quarter.
Benjamin F. Edwards & Company sold 1,000 Old Point Financial shares in Q2 2023, an estimated $24K.
Benjamin F. Edwards & Company first reported a position in Old Point Financial in Q4 2020 and held it in 10 quarters.
Benjamin F. Edwards & Company's Old Point Financial position peaked at $28K in Q3 2022.
21 funds tracked by Wall St. Rank held Old Point Financial as of Q2 2023.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2023, filed 15 Aug 2023.