Evoke Wealth’s Oppenheimer Holdings OPY Stock Holding History

Evoke Wealth’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
2022 Q4	–	Sell	-5	Closed	–	–	895
2022 Q3	$0	Hold	5	–	–	﹤0.01%	1230
2022 Q2	$0	Buy	+5	New	+$172	﹤0.01%	1217

Other funds holding OPY

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

JCP

JB Capital Partners Armonk, New York $581M AUM 46.16% 1-Year Est. Return

GWM

Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Evoke Wealth's OPY Position: Q4 2022 in Review

Evoke Wealth sold out of Oppenheimer Holdings (OPY) in Q4 2022, closing a stake of 5 shares.

Evoke Wealth first reported a position in OPY in Q2 2022 and held it in 2 quarters. The position peaked at $0 in Q3 2022. 79 funds tracked by Wall St. Rank hold OPY as of Q4 2022.

Evoke Wealth reported no remaining Oppenheimer Holdings position as of Q4 2022 after selling out during the quarter.
Evoke Wealth sold 5 Oppenheimer Holdings shares in Q4 2022.
Evoke Wealth first reported a position in Oppenheimer Holdings in Q2 2022 and held it in 2 quarters.
Evoke Wealth's Oppenheimer Holdings position peaked at $0 in Q3 2022.
79 funds tracked by Wall St. Rank held Oppenheimer Holdings as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.