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MassMutual Private Wealth & Trust’s Oppenheimer Holdings OPY Stock Holding History

MassMutual Private Wealth & Trust’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
Q3 		– Sell
-6
Closed – – 1756
2022
Q2 		$0 Buy
+6
New +$206 ﹤0.01% 1652

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
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

MassMutual Private Wealth & Trust's OPY Position: Q3 2022 in Review

MassMutual Private Wealth & Trust sold out of Oppenheimer Holdings (OPY) in Q3 2022, closing a stake of 6 shares.

MassMutual Private Wealth & Trust first reported a position in OPY in Q2 2022 and held it in 1 quarter. The position peaked at $0 in Q2 2022. 79 funds tracked by Wall St. Rank hold OPY as of Q3 2022.

  • MassMutual Private Wealth & Trust reported no remaining Oppenheimer Holdings position as of Q3 2022 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 6 Oppenheimer Holdings shares in Q3 2022.
  • MassMutual Private Wealth & Trust first reported a position in Oppenheimer Holdings in Q2 2022 and held it in 1 quarter.
  • MassMutual Private Wealth & Trust's Oppenheimer Holdings position peaked at $0 in Q2 2022.
  • 79 funds tracked by Wall St. Rank held Oppenheimer Holdings as of Q3 2022.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2022, filed 7 Oct 2022.