Envestnet Asset Management
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Envestnet Asset Management’s Oppenheimer Holdings OPY Stock Holding History

Envestnet Asset Management’s Portfolio OPY Stock Details OPY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-5,300
Closed -$254K – 4290
2024
Q2 		$254K Sell
5,300
-113
-2% -$5.41K ﹤0.01% 3809
2024
Q1 		$216K Sell
5,413
-264
-5% -$10.5K ﹤0.01% 3907
2023
Q4 		$235K Sell
5,677
-1,252
-18% -$51.7K ﹤0.01% 3742
2023
Q3 		$265K Buy
+6,929
New +$265K ﹤0.01% 3596