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Optimum Investment Advisors’s Ceco Environmental CECO Stock Holding History

Optimum Investment Advisors’s Portfolio CECO Stock Details CECO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,000
Closed -$28.2K – 621
2024
Q3 		$28.2K Hold
1,000
– – 0.01% 406
2024
Q2 		$28.9K Hold
1,000
– – 0.01% 400
2024
Q1 		$23K Buy
+1,000
New +$20.6K 0.01% 444

Other funds holding CECO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AAM
ACK Asset Management Greenwich, Connecticut $856M AUM 70.44% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Optimum Investment Advisors's CECO Position: Q4 2024 in Review

Optimum Investment Advisors sold out of Ceco Environmental (CECO) in Q4 2024, closing a stake of 1,000 shares — an estimated $28.2K sold.

Optimum Investment Advisors first reported a position in CECO in Q1 2024 and held it in 3 quarters. The position peaked at $28.9K in Q2 2024. 176 funds tracked by Wall St. Rank hold CECO as of Q4 2024.

  • Optimum Investment Advisors reported no remaining Ceco Environmental position as of Q4 2024 after selling out during the quarter.
  • Optimum Investment Advisors sold 1,000 Ceco Environmental shares in Q4 2024, an estimated $28.2K.
  • Optimum Investment Advisors first reported a position in Ceco Environmental in Q1 2024 and held it in 3 quarters.
  • Optimum Investment Advisors's Ceco Environmental position peaked at $28.9K in Q2 2024.
  • 176 funds tracked by Wall St. Rank held Ceco Environmental as of Q4 2024.

Based on Optimum Investment Advisors's 13F filing for Q4 2024, filed 11 Feb 2025.