LPL Financial’s Oppenheimer Holdings OPY Stock Holding History

LPL 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
2021 Q3	–	Sell	-15,400	Closed	-$783K	–	4394
2021 Q2	$783K	Buy	+15,400	New	+$743K	﹤0.01%	2773

Other funds holding OPY

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

JCP

JB Capital Partners Armonk, New York $581M AUM 46.16% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

LPL Financial's OPY Position: Q3 2021 in Review

LPL Financial sold out of Oppenheimer Holdings (OPY) in Q3 2021, closing a stake of 15,400 shares — an estimated $783K sold.

LPL Financial first reported a position in OPY in Q2 2021 and held it in 1 quarter. The position peaked at $783K in Q2 2021. 96 funds tracked by Wall St. Rank hold OPY as of Q3 2021.

LPL Financial reported no remaining Oppenheimer Holdings position as of Q3 2021 after selling out during the quarter.
LPL Financial sold 15,400 Oppenheimer Holdings shares in Q3 2021, an estimated $783K.
LPL Financial first reported a position in Oppenheimer Holdings in Q2 2021 and held it in 1 quarter.
LPL Financial's Oppenheimer Holdings position peaked at $783K in Q2 2021.
96 funds tracked by Wall St. Rank held Oppenheimer Holdings as of Q3 2021.

Based on LPL Financial's 13F filing for Q3 2021, filed 15 Nov 2021.