AWA
OPY icon

Authentikos Wealth Advisory’s Oppenheimer Holdings OPY Stock Holding History

Authentikos Wealth Advisory’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
Q4 		– Sell
-32
Closed -$1.23K – 418
2023
Q3 		$1.23K Buy
+32
New +$1.25K ﹤0.01% 500

Other funds holding OPY

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
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Authentikos Wealth Advisory's OPY Position: Q4 2023 in Review

Authentikos Wealth Advisory sold out of Oppenheimer Holdings (OPY) in Q4 2023, closing a stake of 32 shares — an estimated $1.23K sold.

Authentikos Wealth Advisory first reported a position in OPY in Q3 2023 and held it in 1 quarter. The position peaked at $1.23K in Q3 2023. 77 funds tracked by Wall St. Rank hold OPY as of Q4 2023.

  • Authentikos Wealth Advisory reported no remaining Oppenheimer Holdings position as of Q4 2023 after selling out during the quarter.
  • Authentikos Wealth Advisory sold 32 Oppenheimer Holdings shares in Q4 2023, an estimated $1.23K.
  • Authentikos Wealth Advisory first reported a position in Oppenheimer Holdings in Q3 2023 and held it in 1 quarter.
  • Authentikos Wealth Advisory's Oppenheimer Holdings position peaked at $1.23K in Q3 2023.
  • 77 funds tracked by Wall St. Rank held Oppenheimer Holdings as of Q4 2023.

Based on Authentikos Wealth Advisory's 13F filing for Q4 2023, filed 30 Jan 2024.