Ameritas Investment Partners’s Oppenheimer Holdings OPY Stock Holding History

Ameritas Investment Partners’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
2023 Q2	–	Sell	-724	Closed	-$28.3K	–	3183
2023 Q1	$28.3K	Hold	724	–	–	﹤0.01%	2314
2022 Q4	$34.7K	Hold	724	–	–	﹤0.01%	2281
2022 Q3	$22K	Hold	724	–	–	﹤0.01%	2486
2022 Q2	$23K	Hold	724	–	–	﹤0.01%	2491
2022 Q1	$32K	Hold	724	–	–	﹤0.01%	2328
2021 Q4	$34K	Hold	724	–	–	﹤0.01%	2374
2021 Q3	$33K	Hold	724	–	–	﹤0.01%	2416
2021 Q2	$37K	Sell	724 -208	-22%	-$10K	﹤0.01%	2389
2021 Q1	$37K	Hold	932	–	–	﹤0.01%	2256
2020 Q4	$29K	Hold	932	–	–	﹤0.01%	2294
2020 Q3	$21K	Hold	932	–	–	﹤0.01%	2356
2020 Q2	$20K	Hold	932	–	–	﹤0.01%	2345
2020 Q1	$18K	Hold	932	–	–	﹤0.01%	2243
2019 Q4	$26K	Hold	932	–	–	﹤0.01%	2281
2019 Q3	$28K	Hold	932	–	–	﹤0.01%	2212
2019 Q2	$25K	Hold	932	–	–	﹤0.01%	2321
2019 Q1	$24K	Hold	932	–	–	﹤0.01%	2286
2018 Q4	$24K	Hold	932	–	–	﹤0.01%	2237
2018 Q3	$29K	Hold	932	–	–	﹤0.01%	2309
2018 Q2	$26K	Hold	932	–	–	﹤0.01%	2360
2018 Q1	$24K	Hold	932	–	–	﹤0.01%	2331
2017 Q4	$25K	Hold	932	–	–	﹤0.01%	2331
2017 Q3	$15K	Hold	932	–	–	﹤0.01%	2570
2017 Q2	$15K	Hold	932	–	–	﹤0.01%	2626
2017 Q1	$16K	Buy	+932	New	+$16.1K	﹤0.01%	2522

Other funds holding OPY

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JCP

JB Capital Partners Armonk, New York $581M AUM 46.16% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

GWM

Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Ameritas Investment Partners's OPY Position: Q2 2023 in Review

Ameritas Investment Partners sold out of Oppenheimer Holdings (OPY) in Q2 2023, closing a stake of 724 shares — an estimated $28.3K sold.

Ameritas Investment Partners first reported a position in OPY in Q1 2017 and held it in 25 quarters. The position peaked at $37K in Q2 2021. 88 funds tracked by Wall St. Rank hold OPY as of Q2 2023.

Ameritas Investment Partners reported no remaining Oppenheimer Holdings position as of Q2 2023 after selling out during the quarter.
Ameritas Investment Partners sold 724 Oppenheimer Holdings shares in Q2 2023, an estimated $28.3K.
Ameritas Investment Partners first reported a position in Oppenheimer Holdings in Q1 2017 and held it in 25 quarters.
Ameritas Investment Partners's Oppenheimer Holdings position peaked at $37K in Q2 2021.
88 funds tracked by Wall St. Rank held Oppenheimer Holdings as of Q2 2023.

Based on Ameritas Investment Partners's 13F filing for Q2 2023, filed 11 Aug 2023.