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Norris Financial Group’s Ocean Power Technologies OPTT Stock Holding History

Norris Financial Group’s Portfolio OPTT Stock Details OPTT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-12,500
Closed -$33.6K – 91
2020
Q4 		$33.6K Buy
+12,500
New +$28.1K 0.03% 67

Other funds holding OPTT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Norris Financial Group's OPTT Position: Q1 2021 in Review

Norris Financial Group sold out of Ocean Power Technologies (OPTT) in Q1 2021, closing a stake of 12,500 shares — an estimated $33.6K sold.

Norris Financial Group first reported a position in OPTT in Q4 2020 and held it in 1 quarter. The position peaked at $33.6K in Q4 2020. 45 funds tracked by Wall St. Rank hold OPTT as of Q1 2021.

  • Norris Financial Group reported no remaining Ocean Power Technologies position as of Q1 2021 after selling out during the quarter.
  • Norris Financial Group sold 12,500 Ocean Power Technologies shares in Q1 2021, an estimated $33.6K.
  • Norris Financial Group first reported a position in Ocean Power Technologies in Q4 2020 and held it in 1 quarter.
  • Norris Financial Group's Ocean Power Technologies position peaked at $33.6K in Q4 2020.
  • 45 funds tracked by Wall St. Rank held Ocean Power Technologies as of Q1 2021.

Based on Norris Financial Group's 13F filing for Q1 2021, filed 20 May 2026.