Opal Wealth Advisors’s US Foods USFD Stock Holding History

Opal Wealth Advisors’s Portfolio USFD Stock Details USFD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-23	Closed	-$1.24K	–	1255
2024 Q1	$1.24K	Buy	+23	New	+$1.13K	﹤0.01%	305

Other funds holding USFD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

SHCM

Sachem Head Capital Management New York $4.82B AUM 73.38% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Opal Wealth Advisors's USFD Position: Q2 2024 in Review

Opal Wealth Advisors sold out of US Foods (USFD) in Q2 2024, closing a stake of 23 shares — an estimated $1.24K sold.

Opal Wealth Advisors first reported a position in USFD in Q1 2024 and held it in 1 quarter. The position peaked at $1.24K in Q1 2024. 452 funds tracked by Wall St. Rank hold USFD as of Q2 2024.

Opal Wealth Advisors reported no remaining US Foods position as of Q2 2024 after selling out during the quarter.
Opal Wealth Advisors sold 23 US Foods shares in Q2 2024, an estimated $1.24K.
Opal Wealth Advisors first reported a position in US Foods in Q1 2024 and held it in 1 quarter.
Opal Wealth Advisors's US Foods position peaked at $1.24K in Q1 2024.
452 funds tracked by Wall St. Rank held US Foods as of Q2 2024.

Based on Opal Wealth Advisors's 13F filing for Q2 2024, filed 12 Jul 2024.