Legacy Financial Group (Iowa)
ODP

Legacy Financial Group (Iowa)’s ODP ODP Stock Holding History

Legacy Financial Group (Iowa)’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
2023
Q4 		– Sell
-67
Closed -$3.09K – 358
2023
Q3 		$3.09K Buy
+67
New +$3.22K ﹤0.01% 433

Other funds holding ODP

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Vanguard Group
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
HVCM
HG Vora Capital Management New York $191M AUM 1.23% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
GC
Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Legacy Financial Group (Iowa)'s ODP Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of ODP (ODP) in Q4 2023, closing a stake of 67 shares — an estimated $3.09K sold.

Legacy Financial Group (Iowa) first reported a position in ODP in Q3 2023 and held it in 1 quarter. The position peaked at $3.09K in Q3 2023. 227 funds tracked by Wall St. Rank hold ODP as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining ODP position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 67 ODP shares in Q4 2023, an estimated $3.09K.
  • Legacy Financial Group (Iowa) first reported a position in ODP in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s ODP position peaked at $3.09K in Q3 2023.
  • 227 funds tracked by Wall St. Rank held ODP as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.