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OIA
Optimum Investment Advisors’s
Jazz Pharmaceuticals
JAZZ
Stock Holding History
Optimum Investment Advisors’s Portfolio
JAZZ Stock Details
JAZZ Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q4
–
Sell
-12
Closed
-$2K
–
800
2022
Q3
$2K
Hold
12
–
–
﹤0.01%
729
2022
Q2
$2K
Hold
12
–
–
﹤0.01%
758
2022
Q1
$2K
Hold
12
–
–
﹤0.01%
789
2021
Q4
$2K
Hold
12
–
–
﹤0.01%
783
2021
Q3
$2K
Hold
12
–
–
﹤0.01%
794
2021
Q2
$2K
Buy
+12
New
+$2.08K
﹤0.01%
864
2019
Q1
–
Sell
-100
Closed
-$12K
–
1024
2018
Q4
$12K
Hold
100
–
–
﹤0.01%
726
2018
Q3
$17K
Hold
100
–
–
﹤0.01%
763
2018
Q2
$17K
Hold
100
–
–
﹤0.01%
762
2018
Q1
$15K
Buy
+100
New
+$14.7K
﹤0.01%
758
2015
Q1
$60K
Hold
350
–
–
0.02%
475
2014
Q4
$57K
Buy
+350
New
+$58.1K
0.02%
473
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$5.7T AUM
30.48%
1-Year Est. Return
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$6.9T AUM
27.45%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
LSV Asset Management
Chicago, Illinois
$46.4B AUM
27.74%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Renaissance Technologies
New York
$63.9B AUM
45.56%
1-Year Est. Return
Franklin Resources
San Mateo, California
$408B AUM
30.18%
1-Year Est. Return
PCM
Polaris Capital Management
Boston, Massachusetts
$1.22B AUM
26.01%
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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