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OIA
Optimum Investment Advisors’s
Agilent Technologies
A
Stock Holding History
Optimum Investment Advisors’s Portfolio
A Stock Details
A Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2019
Q2
–
Sell
-530
Closed
-$43K
–
931
2019
Q1
$43K
Hold
530
–
–
0.01%
535
2018
Q4
$36K
Hold
530
–
–
0.01%
521
2018
Q3
$37K
Hold
530
–
–
0.01%
597
2018
Q2
$33K
Hold
530
–
–
0.01%
615
2018
Q1
$35K
Buy
+530
New
+$37.2K
0.01%
591
2015
Q1
$128K
Sell
3,080
-50
-2%
-$2.02K
0.04%
346
2014
Q4
$128K
Sell
3,130
-1,246
-28%
-$50.3K
0.04%
329
2014
Q3
$178K
Hold
4,376
–
–
0.06%
275
2014
Q2
$180K
Hold
4,376
–
–
0.06%
271
2014
Q1
$175K
Hold
4,376
–
–
0.07%
238
2013
Q4
$179K
Sell
4,376
-629
-13%
-$23.9K
0.07%
232
2013
Q3
$183K
Buy
+5,005
New
+$169K
0.08%
213
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1-Year Est. Return
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1-Year Est. Return
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1-Year Est. Return
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$127B AUM
43.98%
1-Year Est. Return
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Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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