LWA
OPTU

Lenox Wealth Advisors’s Optimum Communications Inc OPTU Stock Holding History

Lenox Wealth Advisors’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
2022
Q1 		$30K Sell
2,500
-35
-1% -$468 ﹤0.01% 322
2021
Q4 		$41K Buy
+2,535
New +$43K ﹤0.01% 285

Other funds holding OPTU

CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HVCM
HG Vora Capital Management New York $197M AUM 17.92% 1-Year Est. Return
RCM
Redwood Capital Management New York $927M AUM 153.64% 1-Year Est. Return
TGA
TPG GP A Fort Worth, Texas $5B AUM 58.56% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.57B AUM 9.46% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Lenox Wealth Advisors's OPTU Position: Q1 2022 in Review

Lenox Wealth Advisors reduced its Optimum Communications Inc (OPTU) stake by 1.4% in Q1 2022, selling an estimated $468 and leaving 2,500 shares worth $30K. The position accounts for ﹤0.01% of the portfolio, ranked #322.

Lenox Wealth Advisors first reported a position in OPTU in Q4 2021 and has held it in 2 quarters since. The position peaked at $41K in Q4 2021. 317 funds tracked by Wall St. Rank hold OPTU as of Q1 2022.

  • Lenox Wealth Advisors held 2,500 shares of Optimum Communications Inc worth $30K as of Q1 2022.
  • Lenox Wealth Advisors sold 35 Optimum Communications Inc shares in Q1 2022, an estimated $468.
  • Optimum Communications Inc made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #322 holding.
  • Lenox Wealth Advisors first reported a position in Optimum Communications Inc in Q4 2021 and has held it in 2 quarters since.
  • Lenox Wealth Advisors's Optimum Communications Inc position peaked at $41K in Q4 2021.
  • 317 funds tracked by Wall St. Rank held Optimum Communications Inc as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.