Credit Suisse’s Oppenheimer Holdings OPY Stock Holding History

Credit Suisse’s Portfolio OPY Stock Details OPY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-45	Closed	-$1K	–	4082
2022 Q3	$1K	Sell	45 -1	-2%	-$35	﹤0.01%	3893
2022 Q2	$1K	Buy	+46	New	+$1.58K	﹤0.01%	3831
2015 Q3	–	Sell	-10,908	Closed	-$287K	–	4420
2015 Q2	$287K	Buy	+10,908	New	+$272K	﹤0.01%	4035
2014 Q3	–	Sell	-13,066	Closed	-$314K	–	4591
2014 Q2	$314K	Buy	13,066 +3,698	+39%	+$91K	﹤0.01%	4085
2014 Q1	$262K	Sell	9,368 -518	-5%	-$13.2K	﹤0.01%	4186
2013 Q4	$246K	Buy	+9,886	New	+$208K	﹤0.01%	4211

Other funds holding OPY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JCP

JB Capital Partners Armonk, New York $581M AUM 46.16% 1-Year Est. Return

GWM

Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Credit Suisse's OPY Position: Q4 2022 in Review

Credit Suisse sold out of Oppenheimer Holdings (OPY) in Q4 2022, closing a stake of 45 shares — an estimated $1K sold.

Credit Suisse first reported a position in OPY in Q4 2013 and held it in 6 quarters. The position peaked at $314K in Q2 2014. 79 funds tracked by Wall St. Rank hold OPY as of Q4 2022.

Credit Suisse reported no remaining Oppenheimer Holdings position as of Q4 2022 after selling out during the quarter.
Credit Suisse sold 45 Oppenheimer Holdings shares in Q4 2022, an estimated $1K.
Credit Suisse first reported a position in Oppenheimer Holdings in Q4 2013 and held it in 6 quarters.
Credit Suisse's Oppenheimer Holdings position peaked at $314K in Q2 2014.
79 funds tracked by Wall St. Rank held Oppenheimer Holdings as of Q4 2022.

Based on Credit Suisse's 13F filing for Q4 2022, filed 13 Feb 2023.