PWMG
ODP

Private Wealth Management Group’s ODP ODP Stock Holding History

Private 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
2024
Q2 		– Sell
-92
Closed -$4.88K – 1582
2024
Q1 		$4.88K Hold
92
– – ﹤0.01% 629
2023
Q4 		$5.18K Buy
+92
New +$4.38K ﹤0.01% 618

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
DCM
DME Capital Management New York $3.19B AUM 23.22% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Private Wealth Management Group's ODP Position: Q2 2024 in Review

Private Wealth Management Group sold out of ODP (ODP) in Q2 2024, closing a stake of 92 shares — an estimated $4.88K sold.

Private Wealth Management Group first reported a position in ODP in Q4 2023 and held it in 2 quarters. The position peaked at $5.18K in Q4 2023. 223 funds tracked by Wall St. Rank hold ODP as of Q2 2024.

  • Private Wealth Management Group reported no remaining ODP position as of Q2 2024 after selling out during the quarter.
  • Private Wealth Management Group sold 92 ODP shares in Q2 2024, an estimated $4.88K.
  • Private Wealth Management Group first reported a position in ODP in Q4 2023 and held it in 2 quarters.
  • Private Wealth Management Group's ODP position peaked at $5.18K in Q4 2023.
  • 223 funds tracked by Wall St. Rank held ODP as of Q2 2024.

Based on Private Wealth Management Group's 13F filing for Q2 2024, filed 13 Aug 2024.