Advisornet Financial’s Optimum Communications Inc OPTU Stock Holding History

Advisornet Financial’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
2023 Q1	–	Sell	-31	Closed	-$143	–	2398
2022 Q4	$143	Buy	+31	New	+$152	﹤0.01%	2247
2022 Q1	–	Sell	-300	Closed	-$5K	–	1988
2021 Q4	$5K	Sell	300 -2,000	-87%	-$33.9K	﹤0.01%	1633
2021 Q3	$48K	Buy	+2,300	New	+$67K	﹤0.01%	1016
2021 Q2	–	Sell	-1,000	Closed	-$33K	–	1802
2021 Q1	$33K	Hold	1,000	–	–	﹤0.01%	1053
2020 Q4	$38K	Hold	1,000	–	–	﹤0.01%	945
2020 Q3	$26K	Hold	1,000	–	–	﹤0.01%	1024
2020 Q2	$23K	Buy	+1,000	New	+$24.5K	﹤0.01%	1070

Other funds holding OPTU

CCP

Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TGA

TPG GP A Fort Worth, Texas $5B AUM 58.56% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

TSW

Thompson Siegel & Walmsley Richmond, Virginia $5.57B AUM 9.46% 1-Year Est. Return

BCA

Boundary Creek Advisors New York $15.3M AUM 0.41% 1-Year Est. Return

Advisornet Financial's OPTU Position: Q1 2023 in Review

Advisornet Financial sold out of Optimum Communications Inc (OPTU) in Q1 2023, closing a stake of 31 shares — an estimated $143 sold.

Advisornet Financial first reported a position in OPTU in Q2 2020 and held it in 7 quarters. The position peaked at $48K in Q3 2021. 248 funds tracked by Wall St. Rank hold OPTU as of Q1 2023.

Advisornet Financial reported no remaining Optimum Communications Inc position as of Q1 2023 after selling out during the quarter.
Advisornet Financial sold 31 Optimum Communications Inc shares in Q1 2023, an estimated $143.
Advisornet Financial first reported a position in Optimum Communications Inc in Q2 2020 and held it in 7 quarters.
Advisornet Financial's Optimum Communications Inc position peaked at $48K in Q3 2021.
248 funds tracked by Wall St. Rank held Optimum Communications Inc as of Q1 2023.

Based on Advisornet Financial's 13F filing for Q1 2023, filed 28 Apr 2023.