Lee Financial’s Oppenheimer Holdings OPY Stock Holding History

Lee Financial’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
2024 Q1	–	Sell	-70	Closed	-$2.89K	–	613
2023 Q4	$2.89K	Buy	+70	New	+$2.68K	﹤0.01%	668

Other funds holding OPY

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

GWM

Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

PIM

Profit Investment Management North Bethesda, Maryland $24.7M AUM 21.29% 1-Year Est. Return

Lee Financial's OPY Position: Q1 2024 in Review

Lee Financial sold out of Oppenheimer Holdings (OPY) in Q1 2024, closing a stake of 70 shares — an estimated $2.89K sold.

Lee Financial first reported a position in OPY in Q4 2023 and held it in 1 quarter. The position peaked at $2.89K in Q4 2023. 72 funds tracked by Wall St. Rank hold OPY as of Q1 2024.

Lee Financial reported no remaining Oppenheimer Holdings position as of Q1 2024 after selling out during the quarter.
Lee Financial sold 70 Oppenheimer Holdings shares in Q1 2024, an estimated $2.89K.
Lee Financial first reported a position in Oppenheimer Holdings in Q4 2023 and held it in 1 quarter.
Lee Financial's Oppenheimer Holdings position peaked at $2.89K in Q4 2023.
72 funds tracked by Wall St. Rank held Oppenheimer Holdings as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.