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Focused Wealth Management’s Old Dominion Freight Line ODFL Stock Holding History

Focused Wealth Management’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
Q1 		– Sell
-400
Closed -$81.1K – 700
2023
Q4 		$81.1K Hold
400
– – 0.01% 238
2023
Q3 		$81.8K Hold
400
– – 0.01% 227
2023
Q2 		$74K Buy
+400
New +$64.8K 0.01% 248

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Focused Wealth Management's ODFL Position: Q1 2024 in Review

Focused Wealth Management sold out of Old Dominion Freight Line (ODFL) in Q1 2024, closing a stake of 400 shares — an estimated $81.1K sold.

Focused Wealth Management first reported a position in ODFL in Q2 2023 and held it in 3 quarters. The position peaked at $81.8K in Q3 2023. 886 funds tracked by Wall St. Rank hold ODFL as of Q1 2024.

  • Focused Wealth Management reported no remaining Old Dominion Freight Line position as of Q1 2024 after selling out during the quarter.
  • Focused Wealth Management sold 400 Old Dominion Freight Line shares in Q1 2024, an estimated $81.1K.
  • Focused Wealth Management first reported a position in Old Dominion Freight Line in Q2 2023 and held it in 3 quarters.
  • Focused Wealth Management's Old Dominion Freight Line position peaked at $81.8K in Q3 2023.
  • 886 funds tracked by Wall St. Rank held Old Dominion Freight Line as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.