Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
-5,983
Closed -$337K 4251
2023
Q4
$337K Buy
5,983
+1,086
+22% +$51.7K ﹤0.01% 3552
2023
Q3
$226K Sell
4,897
-101
-2% -$4.86K ﹤0.01% 3683
2023
Q2
$234K Sell
4,998
-120,409
-96% -$5.17M ﹤0.01% 3620
2023
Q1
$106K Buy
125,407
+120,239
+2,327% +$5.87M ﹤0.01% 3788
2022
Q4
$235K Buy
+5,168
New +$221K ﹤0.01% 3586
2022
Q2
Sell
-6,483
Closed -$297K 4021
2022
Q1
$297K Sell
6,483
-4,364
-40% -$191K ﹤0.01% 3454
2021
Q4
$426K Buy
+10,847
New +$446K ﹤0.01% 3173
2020
Q1
Sell
-1,404
Closed -$38K 3086
2019
Q4
$38K Sell
1,404
-3,572
-72% -$79.5K ﹤0.01% 3041
2019
Q3
$87K Buy
4,976
+207
+4% +$3.57K ﹤0.01% 2961
2019
Q2
$98K Buy
4,769
+663
+16% +$15K ﹤0.01% 2958
2019
Q1
$149K Buy
4,106
+1,747
+74% +$56K ﹤0.01% 2869
2018
Q4
$61K Buy
+2,359
New +$67.5K ﹤0.01% 2801
2018
Q1
Sell
-20
Closed -$1K 2921
2017
Q4
$1K Sell
20
-1,773
-99% -$61.4K ﹤0.01% 2918
2017
Q3
$81K Sell
1,793
-63
-3% -$3.11K ﹤0.01% 2140
2017
Q2
$103K Sell
1,856
-700
-27% -$36K ﹤0.01% 2123
2017
Q1
$119K Buy
2,556
+193
+8% +$8.73K ﹤0.01% 2122
2016
Q4
$105K Sell
2,363
-2,185
-48% -$90.5K ﹤0.01% 2169
2016
Q3
$162K Sell
4,548
-88
-2% -$3.12K ﹤0.01% 2122
2016
Q2
$153K Buy
4,636
+1,516
+49% +$74K ﹤0.01% 2231
2016
Q1
$222K Sell
3,120
-35,715
-92% -$1.92M ﹤0.01% 2005
2015
Q4
$2.19M Buy
38,835
+2,812
+8% +$187K 0.01% 925
2015
Q3
$2.31M Sell
36,023
-18,600
-34% -$1.45M 0.01% 889
2015
Q2
$4.73M Buy
54,623
+8,033
+17% +$739K 0.02% 623
2015
Q1
$4.29M Buy
46,590
+12,587
+37% +$1.12M 0.02% 619
2014
Q4
$2.92M Buy
34,003
+18,813
+124% +$1.2M 0.03% 314
2014
Q3
$781K Buy
+15,190
New +$803K 0.01% 658
2014
Q2
Sell
-26
Closed -$1K 2771
2014
Q1
$1K Buy
+26
New +$1.25K ﹤0.01% 2433

Other funds holding ODP

Envestnet Asset Management's ODP Position: Q1 2024 in Review

Envestnet Asset Management sold out of ODP (ODP) in Q1 2024, closing a stake of 5,983 shares — an estimated $337K sold.

Envestnet Asset Management first reported a position in ODP in Q1 2014 and held it in 27 quarters. The position peaked at $4.73M in Q2 2015. 226 funds tracked by Wall St. Rank hold ODP as of Q1 2024.

  • Envestnet Asset Management reported no remaining ODP position as of Q1 2024 after selling out during the quarter.
  • Envestnet Asset Management sold 5,983 ODP shares in Q1 2024, an estimated $337K.
  • Envestnet Asset Management first reported a position in ODP in Q1 2014 and held it in 27 quarters.
  • Envestnet Asset Management's ODP position peaked at $4.73M in Q2 2015.
  • 226 funds tracked by Wall St. Rank held ODP as of Q1 2024.

Based on Envestnet Asset Management's 13F filing for Q1 2024, filed 13 May 2024.