JWA
ODP

JFS Wealth Advisors’s ODP ODP Stock Holding History

JFS Wealth Advisors’s Portfolio ODP Stock Details ODP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-3
Closed -$90 – 1980
2024
Q3 		$90 Sell
3
-20
-87% -$667 ﹤0.01% 1908
2024
Q2 		$904 Hold
23
– – ﹤0.01% 1688
2024
Q1 		$1.22K Hold
23
– – ﹤0.01% 1607
2023
Q4 		$1.29K Buy
23
+1
+5% +$48 ﹤0.01% 1571
2023
Q3 		$1.02K Buy
22
+2
+10% +$96 ﹤0.01% 1592
2023
Q2 		$937 Sell
20
-5
-20% -$215 ﹤0.01% 1628
2023
Q1 		$1.13K Buy
25
+5
+25% +$244 ﹤0.01% 1548
2022
Q4 		$911 Sell
20
-2
-9% -$85 ﹤0.01% 1623
2022
Q3 		$1K Sell
22
-1
-4% -$36 ﹤0.01% 1609
2022
Q2 		$1K Buy
+23
New +$928 ﹤0.01% 1600

Other funds holding ODP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
AF
Atlas FRM Greenwich, Connecticut $1.53B AUM 14.94% 1-Year Est. Return

JFS Wealth Advisors's ODP Position: Q4 2024 in Review

JFS Wealth Advisors sold out of ODP (ODP) in Q4 2024, closing a stake of 3 shares — an estimated $90 sold.

JFS Wealth Advisors first reported a position in ODP in Q2 2022 and held it in 10 quarters. The position peaked at $1.29K in Q4 2023. 201 funds tracked by Wall St. Rank hold ODP as of Q4 2024.

  • JFS Wealth Advisors reported no remaining ODP position as of Q4 2024 after selling out during the quarter.
  • JFS Wealth Advisors sold 3 ODP shares in Q4 2024, an estimated $90.
  • JFS Wealth Advisors first reported a position in ODP in Q2 2022 and held it in 10 quarters.
  • JFS Wealth Advisors's ODP position peaked at $1.29K in Q4 2023.
  • 201 funds tracked by Wall St. Rank held ODP as of Q4 2024.

Based on JFS Wealth Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.