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Financial Advocates Investment Management’s Ocean Power Technologies OPTT Stock Holding History

Financial Advocates Investment Management’s Portfolio OPTT Stock Details OPTT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-3,768
Closed -$240K – 789
2021
Q4 		$240K Buy
+3,768
New +$7.34K 0.02% 682
2021
Q3 		– Sell
-12,629
Closed -$32K – 778
2021
Q2 		$32K Hold
12,629
– – ﹤0.01% 729
2021
Q1 		$41K Buy
+12,629
New +$48.6K ﹤0.01% 741

Other funds holding OPTT

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Financial Advocates Investment Management's OPTT Position: Q1 2022 in Review

Financial Advocates Investment Management sold out of Ocean Power Technologies (OPTT) in Q1 2022, closing a stake of 3,768 shares — an estimated $240K sold.

Financial Advocates Investment Management first reported a position in OPTT in Q1 2021 and held it in 3 quarters. The position peaked at $240K in Q4 2021. 39 funds tracked by Wall St. Rank hold OPTT as of Q1 2022.

  • Financial Advocates Investment Management reported no remaining Ocean Power Technologies position as of Q1 2022 after selling out during the quarter.
  • Financial Advocates Investment Management sold 3,768 Ocean Power Technologies shares in Q1 2022, an estimated $240K.
  • Financial Advocates Investment Management first reported a position in Ocean Power Technologies in Q1 2021 and held it in 3 quarters.
  • Financial Advocates Investment Management's Ocean Power Technologies position peaked at $240K in Q4 2021.
  • 39 funds tracked by Wall St. Rank held Ocean Power Technologies as of Q1 2022.

Based on Financial Advocates Investment Management's 13F filing for Q1 2022, filed 11 May 2022.