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Destination Wealth Management’s Oppenheimer Holdings OPY Stock Holding History

Destination Wealth Management’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
2019
Q3 		– Sell
-674
Closed -$18K – 391
2019
Q2 		$18K Hold
674
– – ﹤0.01% 388
2019
Q1 		$18K Buy
+674
New +$18.3K ﹤0.01% 393

Other funds holding OPY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Destination Wealth Management's OPY Position: Q3 2019 in Review

Destination Wealth Management sold out of Oppenheimer Holdings (OPY) in Q3 2019, closing a stake of 674 shares — an estimated $18K sold.

Destination Wealth Management first reported a position in OPY in Q1 2019 and held it in 2 quarters. The position peaked at $18K in Q2 2019. 99 funds tracked by Wall St. Rank hold OPY as of Q3 2019.

  • Destination Wealth Management reported no remaining Oppenheimer Holdings position as of Q3 2019 after selling out during the quarter.
  • Destination Wealth Management sold 674 Oppenheimer Holdings shares in Q3 2019, an estimated $18K.
  • Destination Wealth Management first reported a position in Oppenheimer Holdings in Q1 2019 and held it in 2 quarters.
  • Destination Wealth Management's Oppenheimer Holdings position peaked at $18K in Q2 2019.
  • 99 funds tracked by Wall St. Rank held Oppenheimer Holdings as of Q3 2019.

Based on Destination Wealth Management's 13F filing for Q3 2019, filed 13 Nov 2019.