TFA
OPOF

Toth Financial Advisory’s Old Point Financial OPOF Stock Holding History

Toth Financial Advisory’s Portfolio OPOF Stock Details OPOF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-500
Closed -$8K – 619
2020
Q3 		$8K Buy
+500
New +$7.76K ﹤0.01% 396

Other funds holding OPOF

FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $360M AUM 32.54% 1-Year Est. Return
OPTFSNA
Old Point Trust & Financial Services N A Newport News, Virginia $329M AUM 22.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PWM
PBMares Wealth Management Williamsburg, Virginia $617M AUM 13.03% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Toth Financial Advisory's OPOF Position: Q4 2020 in Review

Toth Financial Advisory sold out of Old Point Financial (OPOF) in Q4 2020, closing a stake of 500 shares — an estimated $8K sold.

Toth Financial Advisory first reported a position in OPOF in Q3 2020 and held it in 1 quarter. The position peaked at $8K in Q3 2020. 19 funds tracked by Wall St. Rank hold OPOF as of Q4 2020.

  • Toth Financial Advisory reported no remaining Old Point Financial position as of Q4 2020 after selling out during the quarter.
  • Toth Financial Advisory sold 500 Old Point Financial shares in Q4 2020, an estimated $8K.
  • Toth Financial Advisory first reported a position in Old Point Financial in Q3 2020 and held it in 1 quarter.
  • Toth Financial Advisory's Old Point Financial position peaked at $8K in Q3 2020.
  • 19 funds tracked by Wall St. Rank held Old Point Financial as of Q4 2020.

Based on Toth Financial Advisory's 13F filing for Q4 2020, filed 25 Jan 2021.