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Opal Wealth Advisors’s Post Holdings POST Stock Holding History

Opal Wealth Advisors’s Portfolio POST Stock Details POST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-260
Closed -$27.1K – 921
2024
Q2 		$27.1K Buy
+260
New +$27.1K 0.01% 441

Other funds holding POST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.35B AUM 11.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Opal Wealth Advisors's POST Position: Q3 2024 in Review

Opal Wealth Advisors sold out of Post Holdings (POST) in Q3 2024, closing a stake of 260 shares — an estimated $27.1K sold.

Opal Wealth Advisors first reported a position in POST in Q2 2024 and held it in 1 quarter. The position peaked at $27.1K in Q2 2024. 408 funds tracked by Wall St. Rank hold POST as of Q3 2024.

  • Opal Wealth Advisors reported no remaining Post Holdings position as of Q3 2024 after selling out during the quarter.
  • Opal Wealth Advisors sold 260 Post Holdings shares in Q3 2024, an estimated $27.1K.
  • Opal Wealth Advisors first reported a position in Post Holdings in Q2 2024 and held it in 1 quarter.
  • Opal Wealth Advisors's Post Holdings position peaked at $27.1K in Q2 2024.
  • 408 funds tracked by Wall St. Rank held Post Holdings as of Q3 2024.

Based on Opal Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.