Commonwealth Equity Services
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Commonwealth Equity Services’s Ocean Power Technologies OPTT Stock Holding History

Commonwealth Equity Services’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
2025
Q1 		– Sell
-680
Closed -$21K – 4249
2024
Q4 		$21K Sell
680
-100
-13% -$752 ﹤0.01% 4039
2024
Q3 		$4K Sell
780
-54
-6% -$400 ﹤0.01% 4049
2024
Q2 		$5K Sell
834
-815
-49% -$4.65K ﹤0.01% 4020
2024
Q1 		$13K Buy
1,649
+837
+103% +$7.52K ﹤0.01% 3981
2023
Q4 		$8K Sell
812
-8
-1% -$79 ﹤0.01% 3872
2023
Q3 		$10K Hold
820
– – ﹤0.01% 3777
2023
Q2 		$15K Hold
820
– – ﹤0.01% 3766
2023
Q1 		$13K Hold
820
– – ﹤0.01% 3705
2022
Q4 		$11K Sell
820
-100
-11% -$2.06K ﹤0.01% 3640
2022
Q3 		$22K Sell
920
-92
-9% -$2.57K ﹤0.01% 3571
2022
Q2 		$17K Buy
1,012
+25
+3% +$725 ﹤0.01% 3585
2022
Q1 		$41K Buy
987
+150
+18% +$5.74K ﹤0.01% 3603
2021
Q4 		$37K Buy
837
+17
+2% +$993 ﹤0.01% 3560
2021
Q3 		$57K Sell
820
-13
-2% -$817 ﹤0.01% 3489
2021
Q2 		$62K Buy
+833
New +$61.9K ﹤0.01% 3448

Other funds holding OPTT

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
J.W. Cole Advisors
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Commonwealth Equity Services's OPTT Position: Q1 2025 in Review

Commonwealth Equity Services sold out of Ocean Power Technologies (OPTT) in Q1 2025, closing a stake of 680 shares — an estimated $21K sold.

Commonwealth Equity Services first reported a position in OPTT in Q2 2021 and held it in 15 quarters. The position peaked at $62K in Q2 2021. 43 funds tracked by Wall St. Rank hold OPTT as of Q1 2025.

  • Commonwealth Equity Services reported no remaining Ocean Power Technologies position as of Q1 2025 after selling out during the quarter.
  • Commonwealth Equity Services sold 680 Ocean Power Technologies shares in Q1 2025, an estimated $21K.
  • Commonwealth Equity Services first reported a position in Ocean Power Technologies in Q2 2021 and held it in 15 quarters.
  • Commonwealth Equity Services's Ocean Power Technologies position peaked at $62K in Q2 2021.
  • 43 funds tracked by Wall St. Rank held Ocean Power Technologies as of Q1 2025.

Based on Commonwealth Equity Services's 13F filing for Q1 2025, filed 9 May 2025.