Advisor Group’s Oppenheimer Holdings OPY Stock Holding History

Advisor Group’s Portfolio OPY Stock Details OPY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$1K	Hold	24	–	–	﹤0.01%	5171
2019 Q3	$1K	Buy	+24	New	+$690	﹤0.01%	5141

Other funds holding OPY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

GWM

Greenwich Wealth Management Greenwich, Connecticut $2.74B AUM 36.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

PAM

Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return

Advisor Group's OPY Position: Q4 2019 in Review

Advisor Group held its Oppenheimer Holdings (OPY) position steady in Q4 2019 at 24 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #5171.

Advisor Group first reported a position in OPY in Q3 2019 and has held it in 2 quarters since. 93 funds tracked by Wall St. Rank hold OPY as of Q4 2019.

Advisor Group held 24 shares of Oppenheimer Holdings worth $1K as of Q4 2019.
Advisor Group left its Oppenheimer Holdings share count unchanged in Q4 2019.
Oppenheimer Holdings made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #5171 holding.
Advisor Group first reported a position in Oppenheimer Holdings in Q3 2019 and has held it in 2 quarters since.
93 funds tracked by Wall St. Rank held Oppenheimer Holdings as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.