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WealthPLAN Partners’s Old Dominion Freight Line ODFL Stock Holding History

WealthPLAN Partners’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
2023
Q3 		– Sell
-16
Closed -$2.96K – 859
2023
Q2 		$2.96K Buy
+16
New +$2.59K ﹤0.01% 1009

Other funds holding ODFL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

WealthPLAN Partners's ODFL Position: Q3 2023 in Review

WealthPLAN Partners sold out of Old Dominion Freight Line (ODFL) in Q3 2023, closing a stake of 16 shares — an estimated $2.96K sold.

WealthPLAN Partners first reported a position in ODFL in Q2 2023 and held it in 1 quarter. The position peaked at $2.96K in Q2 2023. 827 funds tracked by Wall St. Rank hold ODFL as of Q3 2023.

  • WealthPLAN Partners reported no remaining Old Dominion Freight Line position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 16 Old Dominion Freight Line shares in Q3 2023, an estimated $2.96K.
  • WealthPLAN Partners first reported a position in Old Dominion Freight Line in Q2 2023 and held it in 1 quarter.
  • WealthPLAN Partners's Old Dominion Freight Line position peaked at $2.96K in Q2 2023.
  • 827 funds tracked by Wall St. Rank held Old Dominion Freight Line as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.