Ellevest Inc’s Optimum Communications Inc OPTU Stock Holding History

Ellevest Inc’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	-244	Closed	-$1.12K	–	1891
2022 Q4	$1.12K	Buy	+244	New	+$1.2K	﹤0.01%	1499
2022 Q1	–	Sell	-144	Closed	-$2K	–	1410
2021 Q4	$2K	Buy	+144	New	+$2.44K	﹤0.01%	1136

Other funds holding OPTU

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TGA

TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

TSW

Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return

BCA

Boundary Creek Advisors New York $15.3M AUM 0.41% 1-Year Est. Return

Ellevest Inc's OPTU Position: Q1 2023 in Review

Ellevest Inc sold out of Optimum Communications Inc (OPTU) in Q1 2023, closing a stake of 244 shares — an estimated $1.12K sold.

Ellevest Inc first reported a position in OPTU in Q4 2021 and held it in 2 quarters. The position peaked at $2K in Q4 2021. 248 funds tracked by Wall St. Rank hold OPTU as of Q1 2023.

Ellevest Inc reported no remaining Optimum Communications Inc position as of Q1 2023 after selling out during the quarter.
Ellevest Inc sold 244 Optimum Communications Inc shares in Q1 2023, an estimated $1.12K.
Ellevest Inc first reported a position in Optimum Communications Inc in Q4 2021 and held it in 2 quarters.
Ellevest Inc's Optimum Communications Inc position peaked at $2K in Q4 2021.
248 funds tracked by Wall St. Rank held Optimum Communications Inc as of Q1 2023.

Based on Ellevest Inc's 13F filing for Q1 2023, filed 4 May 2023.