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Koss-Olinger Consulting’s Oppenheimer Holdings OPY Stock Holding History

Koss-Olinger Consulting’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
2022
Q2 		– Sell
-4,910
Closed -$214K – 206
2022
Q1 		$214K Buy
4,910
+484
+11% +$21.2K 0.03% 177
2021
Q4 		$205K Buy
+4,426
New +$218K 0.03% 189
2021
Q3 		– Sell
-3,985
Closed -$203K – 262
2021
Q2 		$203K Buy
+3,985
New +$192K 0.03% 225

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
JCP
JB Capital Partners Armonk, New York $581M AUM 46.16% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Koss-Olinger Consulting's OPY Position: Q2 2022 in Review

Koss-Olinger Consulting sold out of Oppenheimer Holdings (OPY) in Q2 2022, closing a stake of 4,910 shares — an estimated $214K sold.

Koss-Olinger Consulting first reported a position in OPY in Q2 2021 and held it in 3 quarters. The position peaked at $214K in Q1 2022. 86 funds tracked by Wall St. Rank hold OPY as of Q2 2022.

  • Koss-Olinger Consulting reported no remaining Oppenheimer Holdings position as of Q2 2022 after selling out during the quarter.
  • Koss-Olinger Consulting sold 4,910 Oppenheimer Holdings shares in Q2 2022, an estimated $214K.
  • Koss-Olinger Consulting first reported a position in Oppenheimer Holdings in Q2 2021 and held it in 3 quarters.
  • Koss-Olinger Consulting's Oppenheimer Holdings position peaked at $214K in Q1 2022.
  • 86 funds tracked by Wall St. Rank held Oppenheimer Holdings as of Q2 2022.

Based on Koss-Olinger Consulting's 13F filing for Q2 2022, filed 8 Jul 2022.