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Cooper Financial Group’s Ocean Power Technologies OPTT Stock Holding History

Cooper Financial Group’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
2024
Q1 		– Sell
-10,000
Closed -$3.16K – 366
2023
Q4 		$3.16K Hold
10,000
– – ﹤0.01% 341
2023
Q3 		$3.9K Hold
10,000
– – ﹤0.01% 323
2023
Q2 		$6K Hold
10,000
– – ﹤0.01% 315
2023
Q1 		$5.3K Hold
10,000
– – ﹤0.01% 297
2022
Q4 		$4.5K Hold
10,000
– – ﹤0.01% 292
2022
Q3 		$8K Buy
+10,000
New +$9.32K ﹤0.01% 260

Other funds holding OPTT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return

Cooper Financial Group's OPTT Position: Q1 2024 in Review

Cooper Financial Group sold out of Ocean Power Technologies (OPTT) in Q1 2024, closing a stake of 10,000 shares — an estimated $3.16K sold.

Cooper Financial Group first reported a position in OPTT in Q3 2022 and held it in 6 quarters. The position peaked at $8K in Q3 2022. 28 funds tracked by Wall St. Rank hold OPTT as of Q1 2024.

  • Cooper Financial Group reported no remaining Ocean Power Technologies position as of Q1 2024 after selling out during the quarter.
  • Cooper Financial Group sold 10,000 Ocean Power Technologies shares in Q1 2024, an estimated $3.16K.
  • Cooper Financial Group first reported a position in Ocean Power Technologies in Q3 2022 and held it in 6 quarters.
  • Cooper Financial Group's Ocean Power Technologies position peaked at $8K in Q3 2022.
  • 28 funds tracked by Wall St. Rank held Ocean Power Technologies as of Q1 2024.

Based on Cooper Financial Group's 13F filing for Q1 2024, filed 11 Apr 2024.