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
-437
Closed -$4.14K – 624
2023
Q4 		$4.14K Buy
+437
New +$4.33K ﹤0.01% 501
2022
Q2 		– Sell
-265
Closed -$11.2K – 1529
2022
Q1 		$11.2K Buy
265
+45
+20% +$1.72K ﹤0.01% 1580
2021
Q4 		$9.77K Sell
220
-133
-38% -$7.77K ﹤0.01% 1642
2021
Q3 		$24.6K Hold
353
– – ﹤0.01% 1381
2021
Q2 		$26K Hold
353
– – ﹤0.01% 546
2021
Q1 		$35K Buy
+353
New +$40.7K ﹤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 $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
B
Bailard Foster City, California $4.94B AUM 25.15% 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 437 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. 26 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 437 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.
  • 26 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.