CSWM
OPTU icon

Cassady Schiller Wealth Management’s Optimum Communications Inc OPTU Stock Holding History

Cassady Schiller 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
2022
Q1 		– Sell
-10
Closed – – 148
2021
Q4 		$0 Buy
+10
New +$170 ﹤0.01% 550

Other funds holding OPTU

CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HVCM
HG Vora Capital Management New York $197M AUM 17.92% 1-Year Est. Return
RCM
Redwood Capital Management New York $927M AUM 153.64% 1-Year Est. Return
TGA
TPG GP A Fort Worth, Texas $5B AUM 58.56% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.57B AUM 9.46% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Cassady Schiller Wealth Management's OPTU Position: Q1 2022 in Review

Cassady Schiller Wealth Management sold out of Optimum Communications Inc (OPTU) in Q1 2022, closing a stake of 10 shares.

Cassady Schiller Wealth Management first reported a position in OPTU in Q4 2021 and held it in 1 quarter. The position peaked at $0 in Q4 2021. 317 funds tracked by Wall St. Rank hold OPTU as of Q1 2022.

  • Cassady Schiller Wealth Management reported no remaining Optimum Communications Inc position as of Q1 2022 after selling out during the quarter.
  • Cassady Schiller Wealth Management sold 10 Optimum Communications Inc shares in Q1 2022.
  • Cassady Schiller Wealth Management first reported a position in Optimum Communications Inc in Q4 2021 and held it in 1 quarter.
  • Cassady Schiller Wealth Management's Optimum Communications Inc position peaked at $0 in Q4 2021.
  • 317 funds tracked by Wall St. Rank held Optimum Communications Inc as of Q1 2022.

Based on Cassady Schiller Wealth Management's 13F filing for Q1 2022, filed 12 May 2022.