AWM
OPTU

Avior Wealth Management’s Optimum Communications Inc OPTU Stock Holding History

Avior Wealth 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
2021
Q1 		– Sell
-6,664
Closed -$252K – 1002
2020
Q4 		$252K Sell
6,664
-1,277
-16% -$40K 0.03% 358
2020
Q3 		$206K Buy
+7,941
New +$206K 0.03% 370

Other funds holding OPTU

SCP
Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return
Vanguard Group
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
PC
Pelham Capital London, United Kingdom $176M AUM 37.47% 1-Year Est. Return
PCM
Palestra Capital Management New York $2.95B AUM 61.62% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Avior Wealth Management's OPTU Position: Q1 2021 in Review

Avior Wealth Management sold out of Optimum Communications Inc (OPTU) in Q1 2021, closing a stake of 6,664 shares — an estimated $252K sold.

Avior Wealth Management first reported a position in OPTU in Q3 2020 and held it in 2 quarters. The position peaked at $252K in Q4 2020. 340 funds tracked by Wall St. Rank hold OPTU as of Q1 2021.

  • Avior Wealth Management reported no remaining Optimum Communications Inc position as of Q1 2021 after selling out during the quarter.
  • Avior Wealth Management sold 6,664 Optimum Communications Inc shares in Q1 2021, an estimated $252K.
  • Avior Wealth Management first reported a position in Optimum Communications Inc in Q3 2020 and held it in 2 quarters.
  • Avior Wealth Management's Optimum Communications Inc position peaked at $252K in Q4 2020.
  • 340 funds tracked by Wall St. Rank held Optimum Communications Inc as of Q1 2021.

Based on Avior Wealth Management's 13F filing for Q1 2021, filed 11 May 2021.