AWM
OPTU

Activest Wealth Management’s Optimum Communications Inc OPTU Stock Holding History

Activest Wealth Management’s Portfolio OPTU Stock Details OPTU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-605
Closed -$4K – 454
2022
Q3 		$4K Hold
605
– – ﹤0.01% 357
2022
Q2 		$6K Hold
605
– – ﹤0.01% 239
2022
Q1 		$8K Buy
+605
New +$8.09K 0.01% 220
2021
Q3 		– Sell
-146
Closed -$5K – 385
2021
Q2 		$5K Hold
146
– – ﹤0.01% 255
2021
Q1 		$5K Buy
+146
New +$5.08K ﹤0.01% 231

Other funds holding OPTU

CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RCM
Redwood Capital Management New York $674M AUM 99.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
TGA
TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Activest Wealth Management's OPTU Position: Q4 2022 in Review

Activest Wealth Management sold out of Optimum Communications Inc (OPTU) in Q4 2022, closing a stake of 605 shares — an estimated $4K sold.

Activest Wealth Management first reported a position in OPTU in Q1 2021 and held it in 5 quarters. The position peaked at $8K in Q1 2022. 254 funds tracked by Wall St. Rank hold OPTU as of Q4 2022.

  • Activest Wealth Management reported no remaining Optimum Communications Inc position as of Q4 2022 after selling out during the quarter.
  • Activest Wealth Management sold 605 Optimum Communications Inc shares in Q4 2022, an estimated $4K.
  • Activest Wealth Management first reported a position in Optimum Communications Inc in Q1 2021 and held it in 5 quarters.
  • Activest Wealth Management's Optimum Communications Inc position peaked at $8K in Q1 2022.
  • 254 funds tracked by Wall St. Rank held Optimum Communications Inc as of Q4 2022.

Based on Activest Wealth Management's 13F filing for Q4 2022, filed 18 Jan 2023.