AFM
OPTU

Andesa Financial Management’s Optimum Communications Inc OPTU Stock Holding History

Andesa Financial Management’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 		$56.8K Buy
+31,176
New +$133K 0.03% 123
2022
Q4 		– Sell
-14,400
Closed -$84K – 141
2022
Q3 		$84K Buy
+14,400
New +$138K 0.03% 150

Other funds holding OPTU

CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TGA
TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return
BCA
Boundary Creek Advisors New York $15.3M AUM 0.41% 1-Year Est. Return

Andesa Financial Management's OPTU Position: Q1 2023 in Review

Andesa Financial Management opened a new position in Optimum Communications Inc (OPTU) in Q1 2023: 31,176 shares worth $56.8K. The stake represents 0.03% of the portfolio and ranks #123 among its holdings. This is a return to the name: Andesa Financial Management previously reported a position in OPTU as recently as Q3 2022.

Andesa Financial Management first reported a position in OPTU in Q3 2022 and has held it in 2 quarters since. The position peaked at $84K in Q3 2022. 248 funds tracked by Wall St. Rank hold OPTU as of Q1 2023.

  • Andesa Financial Management held 31,176 shares of Optimum Communications Inc worth $56.8K as of Q1 2023.
  • Optimum Communications Inc was a new Andesa Financial Management position in Q1 2023.
  • Optimum Communications Inc made up 0.03% of Andesa Financial Management's portfolio in Q1 2023, its #123 holding.
  • Andesa Financial Management first reported a position in Optimum Communications Inc in Q3 2022 and has held it in 2 quarters since.
  • Andesa Financial Management's Optimum Communications Inc position peaked at $84K in Q3 2022.
  • 248 funds tracked by Wall St. Rank held Optimum Communications Inc as of Q1 2023.

Based on Andesa Financial Management's 13F filing for Q1 2023, filed 5 May 2023.