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Arkadios Wealth Advisors’s Ocean Power Technologies OPTT Stock Holding History

Arkadios Wealth Advisors’s Portfolio OPTT Stock Details OPTT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-3,333
Closed -$102K – 1173
2024
Q4 		$102K Buy
+3,333
New +$25.1K 0.01% 890

Other funds holding OPTT

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Arkadios Wealth Advisors's OPTT Position: Q1 2025 in Review

Arkadios Wealth Advisors sold out of Ocean Power Technologies (OPTT) in Q1 2025, closing a stake of 3,333 shares — an estimated $102K sold.

Arkadios Wealth Advisors first reported a position in OPTT in Q4 2024 and held it in 1 quarter. The position peaked at $102K in Q4 2024. 43 funds tracked by Wall St. Rank hold OPTT as of Q1 2025.

  • Arkadios Wealth Advisors reported no remaining Ocean Power Technologies position as of Q1 2025 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 3,333 Ocean Power Technologies shares in Q1 2025, an estimated $102K.
  • Arkadios Wealth Advisors first reported a position in Ocean Power Technologies in Q4 2024 and held it in 1 quarter.
  • Arkadios Wealth Advisors's Ocean Power Technologies position peaked at $102K in Q4 2024.
  • 43 funds tracked by Wall St. Rank held Ocean Power Technologies as of Q1 2025.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2025, filed 8 May 2025.