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Berman Capital Advisors’s Oppenheimer Holdings OPY Stock Holding History

Berman Capital Advisors’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
2020
Q2 		– Sell
-73
Closed -$1K – 1758
2020
Q1 		$1K Sell
73
-1
-1% -$24 ﹤0.01% 1342
2019
Q4 		$2K Buy
74
+1
+1% +$28 ﹤0.01% 1228
2019
Q3 		$2K Hold
73
– – ﹤0.01% 1210
2019
Q2 		$1K Buy
+73
New +$1.9K ﹤0.01% 1360

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Berman Capital Advisors's OPY Position: Q2 2020 in Review

Berman Capital Advisors sold out of Oppenheimer Holdings (OPY) in Q2 2020, closing a stake of 73 shares — an estimated $1K sold.

Berman Capital Advisors first reported a position in OPY in Q2 2019 and held it in 4 quarters. The position peaked at $2K in Q4 2019. 87 funds tracked by Wall St. Rank hold OPY as of Q2 2020.

  • Berman Capital Advisors reported no remaining Oppenheimer Holdings position as of Q2 2020 after selling out during the quarter.
  • Berman Capital Advisors sold 73 Oppenheimer Holdings shares in Q2 2020, an estimated $1K.
  • Berman Capital Advisors first reported a position in Oppenheimer Holdings in Q2 2019 and held it in 4 quarters.
  • Berman Capital Advisors's Oppenheimer Holdings position peaked at $2K in Q4 2019.
  • 87 funds tracked by Wall St. Rank held Oppenheimer Holdings as of Q2 2020.

Based on Berman Capital Advisors's 13F filing for Q2 2020, filed 6 Aug 2020.