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Core Wealth Partners’s Optical Cable Corp OCC Stock Holding History

Core Wealth Partners’s Portfolio OCC Stock Details OCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-10,114
Closed -$43.6K – 112
2023
Q1 		$43.6K Buy
+10,114
New +$42.1K 0.04% 100

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WSTAM
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Renaissance Technologies
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RC
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BlackRock
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BCM
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Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Core Wealth Partners's OCC Position: Q2 2023 in Review

Core Wealth Partners sold out of Optical Cable Corp (OCC) in Q2 2023, closing a stake of 10,114 shares — an estimated $43.6K sold.

Core Wealth Partners first reported a position in OCC in Q1 2023 and held it in 1 quarter. The position peaked at $43.6K in Q1 2023. 18 funds tracked by Wall St. Rank hold OCC as of Q2 2023.

  • Core Wealth Partners reported no remaining Optical Cable Corp position as of Q2 2023 after selling out during the quarter.
  • Core Wealth Partners sold 10,114 Optical Cable Corp shares in Q2 2023, an estimated $43.6K.
  • Core Wealth Partners first reported a position in Optical Cable Corp in Q1 2023 and held it in 1 quarter.
  • Core Wealth Partners's Optical Cable Corp position peaked at $43.6K in Q1 2023.
  • 18 funds tracked by Wall St. Rank held Optical Cable Corp as of Q2 2023.

Based on Core Wealth Partners's 13F filing for Q2 2023, filed 11 Aug 2023.