OIA
CXW icon

Optimum Investment Advisors’s CoreCivic CXW Stock Holding History

Optimum Investment Advisors’s Portfolio CXW Stock Details CXW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-4,000
Closed -$46.2K – 751
2022
Q4 		$46.2K Buy
+4,000
New +$44.4K 0.03% 389
2022
Q3 		– Sell
-7,000
Closed -$78K – 826
2022
Q2 		$78K Buy
7,000
+3,000
+75% +$36.2K 0.04% 322
2022
Q1 		$45K Hold
4,000
– – 0.02% 449
2021
Q4 		$40K Hold
4,000
– – 0.02% 503
2021
Q3 		$36K Hold
4,000
– – 0.02% 512
2021
Q2 		$42K Hold
4,000
– – 0.01% 543
2021
Q1 		$36K Hold
4,000
– – 0.01% 567
2020
Q4 		$26K Buy
+4,000
New +$28.8K 0.01% 587

Other funds holding CXW

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
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Optimum Investment Advisors sold out of CoreCivic (CXW) in Q1 2023, closing a stake of 4,000 shares — an estimated $46.2K sold.

Optimum Investment Advisors first reported a position in CXW in Q4 2020 and held it in 8 quarters. The position peaked at $78K in Q2 2022. 203 funds tracked by Wall St. Rank hold CXW as of Q1 2023.

  • Optimum Investment Advisors reported no remaining CoreCivic position as of Q1 2023 after selling out during the quarter.
  • Optimum Investment Advisors sold 4,000 CoreCivic shares in Q1 2023, an estimated $46.2K.
  • Optimum Investment Advisors first reported a position in CoreCivic in Q4 2020 and held it in 8 quarters.
  • Optimum Investment Advisors's CoreCivic position peaked at $78K in Q2 2022.
  • 203 funds tracked by Wall St. Rank held CoreCivic as of Q1 2023.

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