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Concord Wealth Partners’s Ocean Power Technologies OPTT Stock Holding History

Concord Wealth Partners’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
2021
Q2 		– Sell
-400
Closed -$1K – 1086
2021
Q1 		$1K Sell
400
-600
-60% -$2.31K ﹤0.01% 938
2020
Q4 		$3K Buy
+1,000
New +$2.25K ﹤0.01% 483

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Geode Capital Management
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State Street
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Northern Trust
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Concord Wealth Partners's OPTT Position: Q2 2021 in Review

Concord Wealth Partners sold out of Ocean Power Technologies (OPTT) in Q2 2021, closing a stake of 400 shares — an estimated $1K sold.

Concord Wealth Partners first reported a position in OPTT in Q4 2020 and held it in 2 quarters. The position peaked at $3K in Q4 2020. 40 funds tracked by Wall St. Rank hold OPTT as of Q2 2021.

  • Concord Wealth Partners reported no remaining Ocean Power Technologies position as of Q2 2021 after selling out during the quarter.
  • Concord Wealth Partners sold 400 Ocean Power Technologies shares in Q2 2021, an estimated $1K.
  • Concord Wealth Partners first reported a position in Ocean Power Technologies in Q4 2020 and held it in 2 quarters.
  • Concord Wealth Partners's Ocean Power Technologies position peaked at $3K in Q4 2020.
  • 40 funds tracked by Wall St. Rank held Ocean Power Technologies as of Q2 2021.

Based on Concord Wealth Partners's 13F filing for Q2 2021, filed 29 Jul 2021.