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IndexIQ Advisors’s Oppenheimer Holdings OPY Stock Holding History

IndexIQ Advisors’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
Q1 		– Sell
-10,784
Closed -$500K – 1449
2021
Q4 		$500K Sell
10,784
-442
-4% -$21.8K 0.02% 568
2021
Q3 		$508K Buy
11,226
+1,125
+11% +$50.6K 0.02% 543
2021
Q2 		$514K Buy
10,101
+137
+1% +$6.61K 0.02% 446
2021
Q1 		$399K Sell
9,964
-969
-9% -$35.9K 0.01% 739
2020
Q4 		$344K Buy
10,933
+1,428
+15% +$40.3K 0.01% 573
2020
Q3 		$212K Buy
9,505
+515
+6% +$12K 0.01% 601
2020
Q2 		$196K Sell
8,990
-373
-4% -$7.55K 0.01% 598
2020
Q1 		$185K Sell
9,363
-21,810
-70% -$533K 0.01% 572
2019
Q4 		$857K Sell
31,173
-9,896
-24% -$276K 0.03% 337
2019
Q3 		$1.24M Sell
41,069
-7,690
-16% -$221K 0.04% 257
2019
Q2 		$1.33M Buy
48,759
+5,254
+12% +$137K 0.04% 289
2019
Q1 		$1.13M Buy
+43,505
New +$1.18M 0.03% 408

Other funds holding OPY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JCP
JB Capital Partners Armonk, New York $581M AUM 46.16% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

IndexIQ Advisors's OPY Position: Q1 2022 in Review

IndexIQ Advisors sold out of Oppenheimer Holdings (OPY) in Q1 2022, closing a stake of 10,784 shares — an estimated $500K sold.

IndexIQ Advisors first reported a position in OPY in Q1 2019 and held it in 12 quarters. The position peaked at $1.33M in Q2 2019. 101 funds tracked by Wall St. Rank hold OPY as of Q1 2022.

  • IndexIQ Advisors reported no remaining Oppenheimer Holdings position as of Q1 2022 after selling out during the quarter.
  • IndexIQ Advisors sold 10,784 Oppenheimer Holdings shares in Q1 2022, an estimated $500K.
  • IndexIQ Advisors first reported a position in Oppenheimer Holdings in Q1 2019 and held it in 12 quarters.
  • IndexIQ Advisors's Oppenheimer Holdings position peaked at $1.33M in Q2 2019.
  • 101 funds tracked by Wall St. Rank held Oppenheimer Holdings as of Q1 2022.

Based on IndexIQ Advisors's 13F filing for Q1 2022, filed 6 May 2022.