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West Tower Group’s Oak Valley Bancorp OVLY Stock Holding History

West Tower Group’s Portfolio OVLY Stock Details OVLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-106
Closed -$3.17K – 398
2023
Q4 		$3.17K Sell
106
-30
-22% -$785 0.01% 467
2023
Q3 		$3.41K Buy
+136
New +$3.52K ﹤0.01% 529

Other funds holding OVLY

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
SCP
Siena Capital Partners Chicago, Illinois $385M AUM 11.48% 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
MI
M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

West Tower Group's OVLY Position: Q1 2024 in Review

West Tower Group sold out of Oak Valley Bancorp (OVLY) in Q1 2024, closing a stake of 106 shares — an estimated $3.17K sold.

West Tower Group first reported a position in OVLY in Q3 2023 and held it in 2 quarters. The position peaked at $3.41K in Q3 2023. 54 funds tracked by Wall St. Rank hold OVLY as of Q1 2024.

  • West Tower Group reported no remaining Oak Valley Bancorp position as of Q1 2024 after selling out during the quarter.
  • West Tower Group sold 106 Oak Valley Bancorp shares in Q1 2024, an estimated $3.17K.
  • West Tower Group first reported a position in Oak Valley Bancorp in Q3 2023 and held it in 2 quarters.
  • West Tower Group's Oak Valley Bancorp position peaked at $3.41K in Q3 2023.
  • 54 funds tracked by Wall St. Rank held Oak Valley Bancorp as of Q1 2024.

Based on West Tower Group's 13F filing for Q1 2024, filed 14 May 2024.