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Peak Financial Advisors’s Old Dominion Freight Line ODFL Stock Holding History

Peak Financial Advisors’s Portfolio ODFL Stock Details ODFL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-11,454
Closed -$2.32M – 78
2023
Q4 		$2.32M Buy
+11,454
New +$2.27M 1.55% 31

Other funds holding ODFL

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Peak Financial Advisors's ODFL Position: Q1 2024 in Review

Peak Financial Advisors sold out of Old Dominion Freight Line (ODFL) in Q1 2024, closing a stake of 11,454 shares — an estimated $2.32M sold.

Peak Financial Advisors first reported a position in ODFL in Q4 2023 and held it in 1 quarter. The position peaked at $2.32M in Q4 2023. 886 funds tracked by Wall St. Rank hold ODFL as of Q1 2024.

  • Peak Financial Advisors reported no remaining Old Dominion Freight Line position as of Q1 2024 after selling out during the quarter.
  • Peak Financial Advisors sold 11,454 Old Dominion Freight Line shares in Q1 2024, an estimated $2.32M.
  • Peak Financial Advisors first reported a position in Old Dominion Freight Line in Q4 2023 and held it in 1 quarter.
  • Peak Financial Advisors's Old Dominion Freight Line position peaked at $2.32M in Q4 2023.
  • 886 funds tracked by Wall St. Rank held Old Dominion Freight Line as of Q1 2024.

Based on Peak Financial Advisors's 13F filing for Q1 2024, filed 12 Apr 2024.