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Optimum Investment Advisors’s Applied Optoelectronics AAOI Stock Holding History

Optimum Investment Advisors’s Portfolio AAOI Stock Details AAOI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-400
Closed -$4K – 865
2020
Q2 		$4K Hold
400
– – ﹤0.01% 759
2020
Q1 		$3K Hold
400
– – ﹤0.01% 787
2019
Q4 		$5K Hold
400
– – ﹤0.01% 840
2019
Q3 		$4K Hold
400
– – ﹤0.01% 894
2019
Q2 		$4K Sell
400
-300
-43% -$3.21K ﹤0.01% 857
2019
Q1 		$9K Hold
700
– – ﹤0.01% 819
2018
Q4 		$11K Hold
700
– – ﹤0.01% 740
2018
Q3 		$17K Hold
700
– – ﹤0.01% 757
2018
Q2 		$31K Hold
700
– – 0.01% 631
2018
Q1 		$18K Sell
700
-4,850
-87% -$151K 0.01% 720
2017
Q4 		$210K Buy
5,550
+800
+17% +$35.3K 0.07% 289
2017
Q3 		$307K Buy
+4,750
New +$336K 0.1% 220

Other funds holding AAOI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NM
Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Optimum Investment Advisors's AAOI Position: Q3 2020 in Review

Optimum Investment Advisors sold out of Applied Optoelectronics (AAOI) in Q3 2020, closing a stake of 400 shares — an estimated $4K sold.

Optimum Investment Advisors first reported a position in AAOI in Q3 2017 and held it in 12 quarters. The position peaked at $307K in Q3 2017. 107 funds tracked by Wall St. Rank hold AAOI as of Q3 2020.

  • Optimum Investment Advisors reported no remaining Applied Optoelectronics position as of Q3 2020 after selling out during the quarter.
  • Optimum Investment Advisors sold 400 Applied Optoelectronics shares in Q3 2020, an estimated $4K.
  • Optimum Investment Advisors first reported a position in Applied Optoelectronics in Q3 2017 and held it in 12 quarters.
  • Optimum Investment Advisors's Applied Optoelectronics position peaked at $307K in Q3 2017.
  • 107 funds tracked by Wall St. Rank held Applied Optoelectronics as of Q3 2020.

Based on Optimum Investment Advisors's 13F filing for Q3 2020, filed 6 Oct 2020.