JSW
OPTU

Journey Strategic Wealth’s Optimum Communications Inc OPTU Stock Holding History

Journey Strategic Wealth’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
2023
Q2 		– Sell
-18,447
Closed -$63.1K – 210
2023
Q1 		$63.1K Buy
+18,447
New +$78.4K 0.01% 249

Other funds holding OPTU

CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
RCM
Redwood Capital Management New York $674M AUM 99.78% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return
BCA
Boundary Creek Advisors New York $15.3M AUM 0.41% 1-Year Est. Return
TGA
TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Journey Strategic Wealth's OPTU Position: Q2 2023 in Review

Journey Strategic Wealth sold out of Optimum Communications Inc (OPTU) in Q2 2023, closing a stake of 18,447 shares — an estimated $63.1K sold.

Journey Strategic Wealth first reported a position in OPTU in Q1 2023 and held it in 1 quarter. The position peaked at $63.1K in Q1 2023. 192 funds tracked by Wall St. Rank hold OPTU as of Q2 2023.

  • Journey Strategic Wealth reported no remaining Optimum Communications Inc position as of Q2 2023 after selling out during the quarter.
  • Journey Strategic Wealth sold 18,447 Optimum Communications Inc shares in Q2 2023, an estimated $63.1K.
  • Journey Strategic Wealth first reported a position in Optimum Communications Inc in Q1 2023 and held it in 1 quarter.
  • Journey Strategic Wealth's Optimum Communications Inc position peaked at $63.1K in Q1 2023.
  • 192 funds tracked by Wall St. Rank held Optimum Communications Inc as of Q2 2023.

Based on Journey Strategic Wealth's 13F filing for Q2 2023, filed 14 Aug 2023.