CA
OPTU

Crewe Advisors’s Optimum Communications Inc OPTU Stock Holding History

Crewe Advisors’s Portfolio OPTU Stock Details OPTU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-145
Closed -$667 – 827
2022
Q4 		$667 Sell
145
-284
-66% -$1.4K ﹤0.01% 958
2022
Q3 		$3K Hold
429
– – ﹤0.01% 935
2022
Q2 		$4K Buy
+429
New +$4.49K ﹤0.01% 791

Other funds holding OPTU

CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TGA
TPG GP A Fort Worth, Texas $5B AUM 58.56% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.57B AUM 9.46% 1-Year Est. Return
BCA
Boundary Creek Advisors New York $15.3M AUM 0.41% 1-Year Est. Return

Crewe Advisors's OPTU Position: Q1 2023 in Review

Crewe Advisors sold out of Optimum Communications Inc (OPTU) in Q1 2023, closing a stake of 145 shares — an estimated $667 sold.

Crewe Advisors first reported a position in OPTU in Q2 2022 and held it in 3 quarters. The position peaked at $4K in Q2 2022. 248 funds tracked by Wall St. Rank hold OPTU as of Q1 2023.

  • Crewe Advisors reported no remaining Optimum Communications Inc position as of Q1 2023 after selling out during the quarter.
  • Crewe Advisors sold 145 Optimum Communications Inc shares in Q1 2023, an estimated $667.
  • Crewe Advisors first reported a position in Optimum Communications Inc in Q2 2022 and held it in 3 quarters.
  • Crewe Advisors's Optimum Communications Inc position peaked at $4K in Q2 2022.
  • 248 funds tracked by Wall St. Rank held Optimum Communications Inc as of Q1 2023.

Based on Crewe Advisors's 13F filing for Q1 2023, filed 12 May 2023.