PWMG
ODP

Prestige Wealth Management Group’s ODP ODP Stock Holding History

Prestige Wealth Management Group’s Portfolio ODP Stock Details ODP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-559
Closed -$9K – 935
2020
Q1 		$9K Sell
559
-18,162
-97% -$406K ﹤0.01% 402
2019
Q4 		$513K Sell
18,721
-512
-3% -$11.4K 0.28% 60
2019
Q3 		$338K Buy
+19,233
New +$331K 0.2% 77

Other funds holding ODP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCA
Canyon Capital Advisors Dallas, Texas $772M AUM 32.81% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DCP
Diameter Capital Partners New York $1.07B AUM 152.29% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Prestige Wealth Management Group's ODP Position: Q2 2020 in Review

Prestige Wealth Management Group sold out of ODP (ODP) in Q2 2020, closing a stake of 559 shares — an estimated $9K sold.

Prestige Wealth Management Group first reported a position in ODP in Q3 2019 and held it in 3 quarters. The position peaked at $513K in Q4 2019. 211 funds tracked by Wall St. Rank hold ODP as of Q2 2020.

  • Prestige Wealth Management Group reported no remaining ODP position as of Q2 2020 after selling out during the quarter.
  • Prestige Wealth Management Group sold 559 ODP shares in Q2 2020, an estimated $9K.
  • Prestige Wealth Management Group first reported a position in ODP in Q3 2019 and held it in 3 quarters.
  • Prestige Wealth Management Group's ODP position peaked at $513K in Q4 2019.
  • 211 funds tracked by Wall St. Rank held ODP as of Q2 2020.

Based on Prestige Wealth Management Group's 13F filing for Q2 2020, filed 13 Aug 2020.