EWM
OPTU

Evermay Wealth Management’s Optimum Communications Inc OPTU Stock Holding History

Evermay Wealth Management’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
2021
Q4 		– Sell
-375
Closed -$8K – 508
2021
Q3 		$8K Hold
375
– – ﹤0.01% 394
2021
Q2 		$13K Buy
+375
New +$13.1K ﹤0.01% 388

Other funds holding OPTU

CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HVCM
HG Vora Capital Management New York $191M AUM 1.23% 1-Year Est. Return
RCM
Redwood Capital Management New York $674M AUM 99.78% 1-Year Est. Return
TGA
TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.03B AUM 40.55% 1-Year Est. Return

Evermay Wealth Management's OPTU Position: Q4 2021 in Review

Evermay Wealth Management sold out of Optimum Communications Inc (OPTU) in Q4 2021, closing a stake of 375 shares — an estimated $8K sold.

Evermay Wealth Management first reported a position in OPTU in Q2 2021 and held it in 2 quarters. The position peaked at $13K in Q2 2021. 351 funds tracked by Wall St. Rank hold OPTU as of Q4 2021.

  • Evermay Wealth Management reported no remaining Optimum Communications Inc position as of Q4 2021 after selling out during the quarter.
  • Evermay Wealth Management sold 375 Optimum Communications Inc shares in Q4 2021, an estimated $8K.
  • Evermay Wealth Management first reported a position in Optimum Communications Inc in Q2 2021 and held it in 2 quarters.
  • Evermay Wealth Management's Optimum Communications Inc position peaked at $13K in Q2 2021.
  • 351 funds tracked by Wall St. Rank held Optimum Communications Inc as of Q4 2021.

Based on Evermay Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.