JWA
OPTU

JFS Wealth Advisors’s Optimum Communications Inc OPTU Stock Holding History

JFS Wealth Advisors’s Portfolio OPTU Stock Details OPTU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-2
Closed -$5 – 1967
2024
Q2 		$5 Sell
2
-72
-97% -$160 ﹤0.01% 1981
2024
Q1 		$194 Buy
74
+9
+14% +$23 ﹤0.01% 1896
2023
Q4 		$212 Sell
65
-75
-54% -$196 ﹤0.01% 1897
2023
Q3 		$458 Buy
140
+39
+39% +$126 ﹤0.01% 1763
2023
Q2 		$306 Buy
101
+89
+742% +$253 ﹤0.01% 1830
2023
Q1 		$42 Buy
12
+8
+200% +$34 ﹤0.01% 1927
2022
Q4 		$18 Sell
4
-123
-97% -$604 ﹤0.01% 1939
2022
Q3 		$1K Buy
127
+111
+694% +$1.06K ﹤0.01% 1473
2022
Q2 		$0 Sell
16
-69
-81% -$722 ﹤0.01% 1728
2022
Q1 		$1K Buy
85
+63
+286% +$842 ﹤0.01% 1566
2021
Q4 		$0 Buy
+22
New +$373 ﹤0.01% 1703

Other funds holding OPTU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
DCP
Diameter Capital Partners New York $1.07B AUM 152.29% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
RCM
Redwood Capital Management New York $674M AUM 99.78% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

JFS Wealth Advisors's OPTU Position: Q3 2024 in Review

JFS Wealth Advisors sold out of Optimum Communications Inc (OPTU) in Q3 2024, closing a stake of 2 shares — an estimated $5 sold.

JFS Wealth Advisors first reported a position in OPTU in Q4 2021 and held it in 11 quarters. The position peaked at $1K in Q3 2022. 164 funds tracked by Wall St. Rank hold OPTU as of Q3 2024.

  • JFS Wealth Advisors reported no remaining Optimum Communications Inc position as of Q3 2024 after selling out during the quarter.
  • JFS Wealth Advisors sold 2 Optimum Communications Inc shares in Q3 2024, an estimated $5.
  • JFS Wealth Advisors first reported a position in Optimum Communications Inc in Q4 2021 and held it in 11 quarters.
  • JFS Wealth Advisors's Optimum Communications Inc position peaked at $1K in Q3 2022.
  • 164 funds tracked by Wall St. Rank held Optimum Communications Inc as of Q3 2024.

Based on JFS Wealth Advisors's 13F filing for Q3 2024, filed 25 Oct 2024.