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Investors Research Corp’s Oppenheimer Holdings OPY Stock Holding History

Investors Research Corp’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
2021
Q1 		– Sell
-1,200
Closed -$38K – 1048
2020
Q4 		$38K Hold
1,200
– – 0.02% 590
2020
Q3 		$27K Hold
1,200
– – 0.01% 617
2020
Q2 		$26K Hold
1,200
– – 0.01% 616
2020
Q1 		$24K Hold
1,200
– – 0.02% 574
2019
Q4 		$33K Hold
1,200
– – 0.02% 592
2019
Q3 		$36K Hold
1,200
– – 0.02% 569
2019
Q2 		$33K Hold
1,200
– – 0.02% 580
2019
Q1 		$31K Buy
+1,200
New +$32.5K 0.02% 571

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
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Investors Research Corp's OPY Position: Q1 2021 in Review

Investors Research Corp sold out of Oppenheimer Holdings (OPY) in Q1 2021, closing a stake of 1,200 shares — an estimated $38K sold.

Investors Research Corp first reported a position in OPY in Q1 2019 and held it in 8 quarters. The position peaked at $38K in Q4 2020. 96 funds tracked by Wall St. Rank hold OPY as of Q1 2021.

  • Investors Research Corp reported no remaining Oppenheimer Holdings position as of Q1 2021 after selling out during the quarter.
  • Investors Research Corp sold 1,200 Oppenheimer Holdings shares in Q1 2021, an estimated $38K.
  • Investors Research Corp first reported a position in Oppenheimer Holdings in Q1 2019 and held it in 8 quarters.
  • Investors Research Corp's Oppenheimer Holdings position peaked at $38K in Q4 2020.
  • 96 funds tracked by Wall St. Rank held Oppenheimer Holdings as of Q1 2021.

Based on Investors Research Corp's 13F filing for Q1 2021, filed 28 Apr 2021.