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Anchor Investment Management’s Oppenheimer Holdings OPY Stock Holding History

Anchor Investment Management’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
2022
Q2 		– Sell
-650
Closed -$28.3K – 996
2022
Q1 		$28.3K Hold
650
– – ﹤0.01% 613
2021
Q4 		$30.1K Hold
650
– – ﹤0.01% 632
2021
Q3 		$29.4K Hold
650
– – ﹤0.01% 588
2021
Q2 		$33K Hold
650
– – ﹤0.01% 584
2021
Q1 		$26K Hold
650
– – ﹤0.01% 596
2020
Q4 		$20.4K Hold
650
– – ﹤0.01% 597
2020
Q3 		$14.5K Buy
+650
New +$15.1K ﹤0.01% 601

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
JCP
JB Capital Partners Armonk, New York $581M AUM 46.16% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Anchor Investment Management's OPY Position: Q2 2022 in Review

Anchor Investment Management sold out of Oppenheimer Holdings (OPY) in Q2 2022, closing a stake of 650 shares — an estimated $28.3K sold.

Anchor Investment Management first reported a position in OPY in Q3 2020 and held it in 7 quarters. The position peaked at $33K in Q2 2021. 86 funds tracked by Wall St. Rank hold OPY as of Q2 2022.

  • Anchor Investment Management reported no remaining Oppenheimer Holdings position as of Q2 2022 after selling out during the quarter.
  • Anchor Investment Management sold 650 Oppenheimer Holdings shares in Q2 2022, an estimated $28.3K.
  • Anchor Investment Management first reported a position in Oppenheimer Holdings in Q3 2020 and held it in 7 quarters.
  • Anchor Investment Management's Oppenheimer Holdings position peaked at $33K in Q2 2021.
  • 86 funds tracked by Wall St. Rank held Oppenheimer Holdings as of Q2 2022.

Based on Anchor Investment Management's 13F filing for Q2 2022, filed 2 Jan 2024.