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Global Retirement Partners’s Ocean Power Technologies OPTT Stock Holding History

Global Retirement Partners’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
2024
Q1 		– Sell
-1,500
Closed -$435 – 3456
2023
Q4 		$435 Buy
+1,500
New +$496 ﹤0.01% 3116

Other funds holding OPTT

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return

Global Retirement Partners's OPTT Position: Q1 2024 in Review

Global Retirement Partners sold out of Ocean Power Technologies (OPTT) in Q1 2024, closing a stake of 1,500 shares — an estimated $435 sold.

Global Retirement Partners first reported a position in OPTT in Q4 2023 and held it in 1 quarter. The position peaked at $435 in Q4 2023. 28 funds tracked by Wall St. Rank hold OPTT as of Q1 2024.

  • Global Retirement Partners reported no remaining Ocean Power Technologies position as of Q1 2024 after selling out during the quarter.
  • Global Retirement Partners sold 1,500 Ocean Power Technologies shares in Q1 2024, an estimated $435.
  • Global Retirement Partners first reported a position in Ocean Power Technologies in Q4 2023 and held it in 1 quarter.
  • Global Retirement Partners's Ocean Power Technologies position peaked at $435 in Q4 2023.
  • 28 funds tracked by Wall St. Rank held Ocean Power Technologies as of Q1 2024.

Based on Global Retirement Partners's 13F filing for Q1 2024, filed 23 Apr 2024.