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Opal Wealth Advisors’s Unifirst Corp UNF Stock Holding History

Opal Wealth Advisors’s Portfolio UNF Stock Details UNF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-83
Closed -$14.2K – 1110
2024
Q2 		$14.2K Sell
83
-4
-5% -$645 ﹤0.01% 590
2024
Q1 		$15.1K Buy
+87
New +$14.8K 0.01% 237

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Vanguard Group
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LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

Opal Wealth Advisors sold out of Unifirst Corp (UNF) in Q3 2024, closing a stake of 83 shares — an estimated $14.2K sold.

Opal Wealth Advisors first reported a position in UNF in Q1 2024 and held it in 2 quarters. The position peaked at $15.1K in Q1 2024. 267 funds tracked by Wall St. Rank hold UNF as of Q3 2024.

  • Opal Wealth Advisors reported no remaining Unifirst Corp position as of Q3 2024 after selling out during the quarter.
  • Opal Wealth Advisors sold 83 Unifirst Corp shares in Q3 2024, an estimated $14.2K.
  • Opal Wealth Advisors first reported a position in Unifirst Corp in Q1 2024 and held it in 2 quarters.
  • Opal Wealth Advisors's Unifirst Corp position peaked at $15.1K in Q1 2024.
  • 267 funds tracked by Wall St. Rank held Unifirst Corp as of Q3 2024.

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