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

CM 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
2024
Q2 		– Sell
-1,228
Closed -$227K – 146
2024
Q1 		$227K Buy
+1,228
New +$256K 0.06% 162
2023
Q3 		– Sell
-1,462
Closed -$313K – 144
2023
Q2 		$313K Sell
1,462
-12,894
-90% -$2.09M 0.1% 98
2023
Q1 		$2.19M Buy
+14,356
New +$2.4M 0.42% 45

Other funds holding ODFL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CM Wealth Advisors's ODFL Position: Q2 2024 in Review

CM Wealth Advisors sold out of Old Dominion Freight Line (ODFL) in Q2 2024, closing a stake of 1,228 shares — an estimated $227K sold.

CM Wealth Advisors first reported a position in ODFL in Q1 2023 and held it in 3 quarters. The position peaked at $2.19M in Q1 2023. 875 funds tracked by Wall St. Rank hold ODFL as of Q2 2024.

  • CM Wealth Advisors reported no remaining Old Dominion Freight Line position as of Q2 2024 after selling out during the quarter.
  • CM Wealth Advisors sold 1,228 Old Dominion Freight Line shares in Q2 2024, an estimated $227K.
  • CM Wealth Advisors first reported a position in Old Dominion Freight Line in Q1 2023 and held it in 3 quarters.
  • CM Wealth Advisors's Old Dominion Freight Line position peaked at $2.19M in Q1 2023.
  • 875 funds tracked by Wall St. Rank held Old Dominion Freight Line as of Q2 2024.

Based on CM Wealth Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.