LPL Financial
OVBC icon

LPL Financial’s Ohio Valley Banc Corp OVBC Stock Holding History

LPL Financial’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
2022
Q3 		– Sell
-20,913
Closed -$631K – 4486
2022
Q2 		$631K Hold
20,913
– – ﹤0.01% 2994
2022
Q1 		$627K Sell
20,913
-4,000
-16% -$121K ﹤0.01% 3022
2021
Q4 		$739K Hold
24,913
– – ﹤0.01% 2921
2021
Q3 		$666K Hold
24,913
– – ﹤0.01% 2959
2021
Q2 		$609K Hold
24,913
– – ﹤0.01% 2983
2021
Q1 		$605K Hold
24,913
– – ﹤0.01% 2857
2020
Q4 		$588K Buy
+24,913
New +$567K ﹤0.01% 2609

Other funds holding OVBC

Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AWC
Abundance Wealth Counselors State College, Pennsylvania $1.54B AUM 31.07% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BO
BRR OpCo Columbus, Ohio $814M AUM 9.75% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

LPL Financial's OVBC Position: Q3 2022 in Review

LPL Financial sold out of Ohio Valley Banc Corp (OVBC) in Q3 2022, closing a stake of 20,913 shares — an estimated $631K sold.

LPL Financial first reported a position in OVBC in Q4 2020 and held it in 7 quarters. The position peaked at $739K in Q4 2021. 28 funds tracked by Wall St. Rank hold OVBC as of Q3 2022.

  • LPL Financial reported no remaining Ohio Valley Banc Corp position as of Q3 2022 after selling out during the quarter.
  • LPL Financial sold 20,913 Ohio Valley Banc Corp shares in Q3 2022, an estimated $631K.
  • LPL Financial first reported a position in Ohio Valley Banc Corp in Q4 2020 and held it in 7 quarters.
  • LPL Financial's Ohio Valley Banc Corp position peaked at $739K in Q4 2021.
  • 28 funds tracked by Wall St. Rank held Ohio Valley Banc Corp as of Q3 2022.

Based on LPL Financial's 13F filing for Q3 2022, filed 14 Nov 2022.