GI
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Gradient Investments’s Ocean Power Technologies OPTT Stock Holding History

Gradient Investments’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
2023
Q3 		– Sell
-200
Closed -$120 – 1879
2023
Q2 		$120 Hold
200
– – ﹤0.01% 1675
2023
Q1 		$106 Hold
200
– – ﹤0.01% 1437
2022
Q4 		$90 Hold
200
– – ﹤0.01% 1434
2022
Q3 		$0 Hold
200
– – ﹤0.01% 1488
2022
Q2 		$0 Hold
200
– – ﹤0.01% 1334
2022
Q1 		$0 Hold
200
– – ﹤0.01% 1297
2021
Q4 		$0 Hold
200
– – ﹤0.01% 1299
2021
Q3 		$0 Hold
200
– – ﹤0.01% 1222
2021
Q2 		$1K Buy
+200
New +$495 ﹤0.01% 1092

Other funds holding OPTT

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Gradient Investments's OPTT Position: Q3 2023 in Review

Gradient Investments sold out of Ocean Power Technologies (OPTT) in Q3 2023, closing a stake of 200 shares — an estimated $120 sold.

Gradient Investments first reported a position in OPTT in Q2 2021 and held it in 9 quarters. The position peaked at $1K in Q2 2021. 33 funds tracked by Wall St. Rank hold OPTT as of Q3 2023.

  • Gradient Investments reported no remaining Ocean Power Technologies position as of Q3 2023 after selling out during the quarter.
  • Gradient Investments sold 200 Ocean Power Technologies shares in Q3 2023, an estimated $120.
  • Gradient Investments first reported a position in Ocean Power Technologies in Q2 2021 and held it in 9 quarters.
  • Gradient Investments's Ocean Power Technologies position peaked at $1K in Q2 2021.
  • 33 funds tracked by Wall St. Rank held Ocean Power Technologies as of Q3 2023.

Based on Gradient Investments's 13F filing for Q3 2023, filed 27 Oct 2023.