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Bogart Wealth LLC’s Ocean Power Technologies OPTT Stock Holding History

Bogart Wealth LLC’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
2022
Q4 		– Sell
-3
Closed – – 1154
2022
Q3 		$0 Hold
3
– – ﹤0.01% 1097
2022
Q2 		$0 Buy
+3
New +$87 ﹤0.01% 952
2021
Q2 		– Sell
-3
Closed – – 717
2021
Q1 		$0 Buy
+3
New +$346 ﹤0.01% 661

Other funds holding OPTT

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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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
B
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Bogart Wealth LLC's OPTT Position: Q4 2022 in Review

Bogart Wealth LLC sold out of Ocean Power Technologies (OPTT) in Q4 2022, closing a stake of 3 shares.

Bogart Wealth LLC first reported a position in OPTT in Q1 2021 and held it in 3 quarters. The position peaked at $0 in Q3 2022. 35 funds tracked by Wall St. Rank hold OPTT as of Q4 2022.

  • Bogart Wealth LLC reported no remaining Ocean Power Technologies position as of Q4 2022 after selling out during the quarter.
  • Bogart Wealth LLC sold 3 Ocean Power Technologies shares in Q4 2022.
  • Bogart Wealth LLC first reported a position in Ocean Power Technologies in Q1 2021 and held it in 3 quarters.
  • Bogart Wealth LLC's Ocean Power Technologies position peaked at $0 in Q3 2022.
  • 35 funds tracked by Wall St. Rank held Ocean Power Technologies as of Q4 2022.

Based on Bogart Wealth LLC's 13F filing for Q4 2022, filed 6 Feb 2023.