OIA
BIG

Optimum Investment Advisors’s Big Lots, Inc. BIG Stock Holding History

Optimum Investment Advisors’s Portfolio BIG Stock Details BIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-300
Closed -$4.41K – 789
2022
Q4 		$4.41K Hold
300
– – ﹤0.01% 640
2022
Q3 		$5K Hold
300
– – ﹤0.01% 666
2022
Q2 		$6K Hold
300
– – ﹤0.01% 662
2022
Q1 		$10K Hold
300
– – ﹤0.01% 651
2021
Q4 		$14K Hold
300
– – 0.01% 643
2021
Q3 		$13K Hold
300
– – 0.01% 656
2021
Q2 		$20K Hold
300
– – 0.01% 661
2021
Q1 		$20K Hold
300
– – 0.01% 674
2020
Q4 		$13K Buy
300
+200
+200% +$9.72K ﹤0.01% 694
2020
Q3 		$4K Buy
+100
New +$4.5K ﹤0.01% 789

Other funds holding BIG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CCP
Clifford Capital Partners Alpine, Utah $600M AUM 19.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Optimum Investment Advisors's BIG Position: Q1 2023 in Review

Optimum Investment Advisors sold out of Big Lots, Inc. (BIG) in Q1 2023, closing a stake of 300 shares — an estimated $4.41K sold.

Optimum Investment Advisors first reported a position in BIG in Q3 2020 and held it in 10 quarters. The position peaked at $20K in Q2 2021. 180 funds tracked by Wall St. Rank hold BIG as of Q1 2023.

  • Optimum Investment Advisors reported no remaining Big Lots, Inc. position as of Q1 2023 after selling out during the quarter.
  • Optimum Investment Advisors sold 300 Big Lots, Inc. shares in Q1 2023, an estimated $4.41K.
  • Optimum Investment Advisors first reported a position in Big Lots, Inc. in Q3 2020 and held it in 10 quarters.
  • Optimum Investment Advisors's Big Lots, Inc. position peaked at $20K in Q2 2021.
  • 180 funds tracked by Wall St. Rank held Big Lots, Inc. as of Q1 2023.

Based on Optimum Investment Advisors's 13F filing for Q1 2023, filed 3 May 2023.