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Advisory Services Network’s Oppenheimer Holdings OPY Stock Holding History

Advisory Services Network’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
2020
Q4 		– Sell
-375
Closed -$10.6K – 3582
2020
Q3 		$8K Buy
+375
New +$8.7K ﹤0.01% 2570

Other funds holding OPY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
AWW
Alan W. Weber $336M AUM 75.94% 1-Year Est. Return

Advisory Services Network's OPY Position: Q4 2020 in Review

Advisory Services Network sold out of Oppenheimer Holdings (OPY) in Q4 2020, closing a stake of 375 shares — an estimated $10.6K sold.

Advisory Services Network first reported a position in OPY in Q3 2020 and held it in 1 quarter. The position peaked at $8K in Q3 2020. 85 funds tracked by Wall St. Rank hold OPY as of Q4 2020.

  • Advisory Services Network reported no remaining Oppenheimer Holdings position as of Q4 2020 after selling out during the quarter.
  • Advisory Services Network sold 375 Oppenheimer Holdings shares in Q4 2020, an estimated $10.6K.
  • Advisory Services Network first reported a position in Oppenheimer Holdings in Q3 2020 and held it in 1 quarter.
  • Advisory Services Network's Oppenheimer Holdings position peaked at $8K in Q3 2020.
  • 85 funds tracked by Wall St. Rank held Oppenheimer Holdings as of Q4 2020.

Based on Advisory Services Network's 13F filing for Q4 2020, filed 9 Feb 2021.