Koshinski Asset Management
OPTT icon

Koshinski Asset Management’s Ocean Power Technologies OPTT Stock Holding History

Koshinski Asset Management’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
2024
Q1 		– Sell
-13,100
Closed -$4.14K – 624
2023
Q4 		$4.14K Buy
+13,100
New +$4.33K ﹤0.01% 501
2022
Q2 		– Sell
-7,950
Closed -$11.2K – 1529
2022
Q1 		$11.2K Buy
7,950
+1,350
+20% +$1.72K ﹤0.01% 1580
2021
Q4 		$9.77K Sell
6,600
-4,000
-38% -$7.79K ﹤0.01% 1642
2021
Q3 		$24.6K Hold
10,600
– – ﹤0.01% 1381
2021
Q2 		$26K Hold
10,600
– – ﹤0.01% 546
2021
Q1 		$35K Buy
+10,600
New +$40.8K ﹤0.01% 587

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return

Koshinski Asset Management's OPTT Position: Q1 2024 in Review

Koshinski Asset Management sold out of Ocean Power Technologies (OPTT) in Q1 2024, closing a stake of 13,100 shares — an estimated $4.14K sold.

Koshinski Asset Management first reported a position in OPTT in Q1 2021 and held it in 6 quarters. The position peaked at $35K in Q1 2021. 28 funds tracked by Wall St. Rank hold OPTT as of Q1 2024.

  • Koshinski Asset Management reported no remaining Ocean Power Technologies position as of Q1 2024 after selling out during the quarter.
  • Koshinski Asset Management sold 13,100 Ocean Power Technologies shares in Q1 2024, an estimated $4.14K.
  • Koshinski Asset Management first reported a position in Ocean Power Technologies in Q1 2021 and held it in 6 quarters.
  • Koshinski Asset Management's Ocean Power Technologies position peaked at $35K in Q1 2021.
  • 28 funds tracked by Wall St. Rank held Ocean Power Technologies as of Q1 2024.

Based on Koshinski Asset Management's 13F filing for Q1 2024, filed 8 May 2024.