Eric Kauders, Jr.

@Old Point Trust & Financial Services N A

Latest period2024 - Q3

Reported2mo 11d ago

Managed Assets$278.38M

Total holdings330

Assets growth rate7.99%

Assets growth rate (2-Q avg)0.86%

Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Old Point Trust & Financial Services N A's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 330 positions.

Assets under management

The assets under management (AUM) of Old Point Trust & Financial Services N A over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 278.38M in assets, with a quarterly growth rate of 7.99% and a 2-quarter average growth rate of 0.86%. The portfolio is managed by Eric Kauders, Jr., and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
WRKWestrock Co Recent Activity Exited	0%	$54,482 1,084 shares@ $50.27 avg price	Exited
ZDZiff Davis Inc Recent Activity Exited	0%	$27,525 500 shares@ $55.05 avg price	Exited
TTDThe Trade Desk Inc Cl A Recent Activity Exited	0%	$24,418 250 shares@ $97.68 avg price	Exited
ETEnergy Transfer Equity Lp Recent Activity Exited	0%	$24,330 1,500 shares@ $16.22 avg price	Exited
RCLRoyal Caribbean Cruises Recent Activity Exited	0%	$23,915 150 shares@ $159.44 avg price	Exited
IRMIron Mtn Inc New Recent Activity Exited	0%	$22,405 250 shares@ $89.62 avg price	Exited
GILDGilead Sciences Inc Recent Activity Exited	0%	$18,868 275 shares@ $68.62 avg price	Exited
COINCoinbase Global Inc Cl A Recent Activity Exited	0%	$16,667 75 shares@ $222.23 avg price	Exited
NCLHNorwegian Cruise Recent Activity Exited	0%	$14,093 750 shares@ $18.8 avg price	Exited
ORealty Income Corp Recent Activity Exited	0%	$13,205 250 shares@ $52.82 avg price	Exited