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Cypress Capital’s OFS Capital OFS Stock Holding History

Cypress Capital’s Portfolio OFS Stock Details OFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-150
Closed -$1.33K – 265
2024
Q2 		$1.33K Buy
+150
New +$1.45K ﹤0.01% 308

Other funds holding OFS

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
VEA
Virtus ETF Advisers New York $215M AUM 53.68% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
TI
Trexquant Investment Stamford, Connecticut $13.9B AUM 31.98% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Cypress Capital's OFS Position: Q3 2024 in Review

Cypress Capital sold out of OFS Capital (OFS) in Q3 2024, closing a stake of 150 shares — an estimated $1.33K sold.

Cypress Capital first reported a position in OFS in Q2 2024 and held it in 1 quarter. The position peaked at $1.33K in Q2 2024. 33 funds tracked by Wall St. Rank hold OFS as of Q3 2024.

  • Cypress Capital reported no remaining OFS Capital position as of Q3 2024 after selling out during the quarter.
  • Cypress Capital sold 150 OFS Capital shares in Q3 2024, an estimated $1.33K.
  • Cypress Capital first reported a position in OFS Capital in Q2 2024 and held it in 1 quarter.
  • Cypress Capital's OFS Capital position peaked at $1.33K in Q2 2024.
  • 33 funds tracked by Wall St. Rank held OFS Capital as of Q3 2024.

Based on Cypress Capital's 13F filing for Q3 2024, filed 12 Nov 2024.