EWM
OPTU

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

Executive 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
2020
Q4 		– Sell
-11,355
Closed -$295K – 176
2020
Q3 		$295K Buy
+11,355
New +$295K 0.04% 128
2020
Q2 		– Sell
-11,703
Closed -$260K – 132
2020
Q1 		$260K Sell
11,703
-30,232
-72% -$789K 0.05% 108
2019
Q4 		$1.15M Sell
41,935
-3,677
-8% -$102K 0.16% 94
2019
Q3 		$1.31M Sell
45,612
-680
-1% -$18.5K 0.2% 73
2019
Q2 		$1.13M Buy
46,292
+2,116
+5% +$50.2K 0.16% 100
2019
Q1 		$949K Buy
+44,176
New +$894K 0.17% 96

Other funds holding OPTU

SCP
Soroban Capital Partners New York $14B AUM 21.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return
PCM
Palestra Capital Management New York $2.55B AUM 29.93% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $9.01B AUM 30.26% 1-Year Est. Return
PC
Pelham Capital London, United Kingdom $128M AUM 34.73% 1-Year Est. Return
ZP
Zimmer Partners New York $4.08B AUM 14.2% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return