CWM
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Castle Wealth Management’s OPAL Fuels OPAL Stock Holding History

Castle Wealth Management’s Portfolio OPAL Stock Details OPAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-25
Closed – – 453
2022
Q3 		$0 Buy
+25
New +$242 ﹤0.01% 713

Other funds holding OPAL

AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
ECP
Electron Capital Partners New York $2.55B AUM 87.77% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return
MC
Meteora Capital Boca Raton, Florida $1.36B AUM 21.19% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
BC
Brahman Capital New York $275M AUM 18.08% 1-Year Est. Return
YSP
Yarra Square Partners New York $111M AUM 41.61% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $24B AUM 37.67% 1-Year Est. Return

Castle Wealth Management's OPAL Position: Q4 2022 in Review

Castle Wealth Management sold out of OPAL Fuels (OPAL) in Q4 2022, closing a stake of 25 shares.

Castle Wealth Management first reported a position in OPAL in Q3 2022 and held it in 1 quarter. The position peaked at $0 in Q3 2022. 43 funds tracked by Wall St. Rank hold OPAL as of Q4 2022.

  • Castle Wealth Management reported no remaining OPAL Fuels position as of Q4 2022 after selling out during the quarter.
  • Castle Wealth Management sold 25 OPAL Fuels shares in Q4 2022.
  • Castle Wealth Management first reported a position in OPAL Fuels in Q3 2022 and held it in 1 quarter.
  • Castle Wealth Management's OPAL Fuels position peaked at $0 in Q3 2022.
  • 43 funds tracked by Wall St. Rank held OPAL Fuels as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.