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Innealta Capital’s Ohio Valley Banc Corp OVBC Stock Holding History

Innealta Capital’s Portfolio OVBC Stock Details OVBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-45
Closed -$900 – 1217
2024
Q2 		$900 Buy
+45
New +$1.03K ﹤0.01% 1339

Other funds holding OVBC

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Innealta Capital's OVBC Position: Q3 2024 in Review

Innealta Capital sold out of Ohio Valley Banc Corp (OVBC) in Q3 2024, closing a stake of 45 shares — an estimated $900 sold.

Innealta Capital first reported a position in OVBC in Q2 2024 and held it in 1 quarter. The position peaked at $900 in Q2 2024. 26 funds tracked by Wall St. Rank hold OVBC as of Q3 2024.

  • Innealta Capital reported no remaining Ohio Valley Banc Corp position as of Q3 2024 after selling out during the quarter.
  • Innealta Capital sold 45 Ohio Valley Banc Corp shares in Q3 2024, an estimated $900.
  • Innealta Capital first reported a position in Ohio Valley Banc Corp in Q2 2024 and held it in 1 quarter.
  • Innealta Capital's Ohio Valley Banc Corp position peaked at $900 in Q2 2024.
  • 26 funds tracked by Wall St. Rank held Ohio Valley Banc Corp as of Q3 2024.

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