Western Standard LLC’s Old Point Financial OPOF Stock Holding History

Western Standard LLC’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
2023 Q2	–	Sell	-33,100	Closed	-$788K	–	39
2023 Q1	$788K	Sell	33,100 -12,981	-28%	-$324K	0.8%	21
2022 Q4	$1.24M	Sell	46,081 -13,648	-23%	-$347K	1.1%	20
2022 Q3	$1.66M	Sell	59,729 -904	-1%	-$22.3K	1.89%	21
2022 Q2	$1.53M	Hold	60,633	–	–	1.16%	26
2022 Q1	$1.58M	Buy	60,633 +12,777	+27%	+$314K	1.5%	19
2021 Q4	$1.12M	Buy	47,856 +7,051	+17%	+$157K	0.66%	28
2021 Q3	$867K	Buy	40,805 +5,800	+17%	+$129K	0.49%	29
2021 Q2	$874K	Buy	+35,005	New	+$802K	0.51%	32
2017 Q2	–	Sell	-38,461	Closed	-$1.16M	–	55
2017 Q1	$1.16M	Hold	38,461	–	–	1.8%	16
2016 Q4	$962K	Buy	+38,461	New	+$843K	2.04%	16

Other funds holding OPOF

PCA

PL Capital Advisors Naples, Florida $360M AUM 32.54% 1-Year Est. Return

FCM

FJ Capital Management Mclean, Virginia $888M AUM 18.97% 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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

PWM

PBMares Wealth Management Williamsburg, Virginia $617M AUM 13.03% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Western Standard LLC's OPOF Position: Q2 2023 in Review

Western Standard LLC sold out of Old Point Financial (OPOF) in Q2 2023, closing a stake of 33,100 shares — an estimated $788K sold.

Western Standard LLC first reported a position in OPOF in Q4 2016 and held it in 10 quarters. The position peaked at $1.66M in Q3 2022. 21 funds tracked by Wall St. Rank hold OPOF as of Q2 2023.

Western Standard LLC reported no remaining Old Point Financial position as of Q2 2023 after selling out during the quarter.
Western Standard LLC sold 33,100 Old Point Financial shares in Q2 2023, an estimated $788K.
Western Standard LLC first reported a position in Old Point Financial in Q4 2016 and held it in 10 quarters.
Western Standard LLC's Old Point Financial position peaked at $1.66M in Q3 2022.
21 funds tracked by Wall St. Rank held Old Point Financial as of Q2 2023.

Based on Western Standard LLC's 13F filing for Q2 2023, filed 14 Aug 2023.