IC
OPOF

Innealta Capital’s Old Point Financial OPOF Stock Holding History

Innealta Capital’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
2024
Q3 		– Sell
-7
Closed -$103 – 1205
2024
Q2 		$103 Buy
+7
New +$103 ﹤0.01% 1678

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
FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PWM
PBMares Wealth Management Williamsburg, Virginia $617M AUM 13.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Innealta Capital's OPOF Position: Q3 2024 in Review

Innealta Capital sold out of Old Point Financial (OPOF) in Q3 2024, closing a stake of 7 shares — an estimated $103 sold.

Innealta Capital first reported a position in OPOF in Q2 2024 and held it in 1 quarter. The position peaked at $103 in Q2 2024. 25 funds tracked by Wall St. Rank hold OPOF as of Q3 2024.

  • Innealta Capital reported no remaining Old Point Financial position as of Q3 2024 after selling out during the quarter.
  • Innealta Capital sold 7 Old Point Financial shares in Q3 2024, an estimated $103.
  • Innealta Capital first reported a position in Old Point Financial in Q2 2024 and held it in 1 quarter.
  • Innealta Capital's Old Point Financial position peaked at $103 in Q2 2024.
  • 25 funds tracked by Wall St. Rank held Old Point Financial as of Q3 2024.

Based on Innealta Capital's 13F filing for Q3 2024, filed 29 Oct 2024.