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Optimum Investment Advisors’s W&T Offshore WTI Stock Holding History

Optimum Investment Advisors’s Portfolio WTI Stock Details WTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-500
Closed -$3K – 841
2022
Q3 		$3K Hold
500
– – ﹤0.01% 707
2022
Q2 		$2K Hold
500
– – ﹤0.01% 771
2022
Q1 		$2K Buy
+500
New +$2.2K ﹤0.01% 797

Other funds holding WTI

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
KL
KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Optimum Investment Advisors's WTI Position: Q4 2022 in Review

Optimum Investment Advisors sold out of W&T Offshore (WTI) in Q4 2022, closing a stake of 500 shares — an estimated $3K sold.

Optimum Investment Advisors first reported a position in WTI in Q1 2022 and held it in 3 quarters. The position peaked at $3K in Q3 2022. 169 funds tracked by Wall St. Rank hold WTI as of Q4 2022.

  • Optimum Investment Advisors reported no remaining W&T Offshore position as of Q4 2022 after selling out during the quarter.
  • Optimum Investment Advisors sold 500 W&T Offshore shares in Q4 2022, an estimated $3K.
  • Optimum Investment Advisors first reported a position in W&T Offshore in Q1 2022 and held it in 3 quarters.
  • Optimum Investment Advisors's W&T Offshore position peaked at $3K in Q3 2022.
  • 169 funds tracked by Wall St. Rank held W&T Offshore as of Q4 2022.

Based on Optimum Investment Advisors's 13F filing for Q4 2022, filed 5 Jan 2023.