Paloma Partners’s Oppenheimer Holdings OPY Stock Holding History

Paloma Partners’s Portfolio OPY Stock Details OPY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-5,022	Closed	-$201K	–	2134
2021 Q1	$201K	Buy	+5,022	New	+$186K	﹤0.01%	1779

Other funds holding OPY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JCP

JB Capital Partners Armonk, New York $581M AUM 46.16% 1-Year Est. Return

GWM

Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Paloma Partners's OPY Position: Q2 2021 in Review

Paloma Partners sold out of Oppenheimer Holdings (OPY) in Q2 2021, closing a stake of 5,022 shares — an estimated $201K sold.

Paloma Partners first reported a position in OPY in Q1 2021 and held it in 1 quarter. The position peaked at $201K in Q1 2021. 99 funds tracked by Wall St. Rank hold OPY as of Q2 2021.

Paloma Partners reported no remaining Oppenheimer Holdings position as of Q2 2021 after selling out during the quarter.
Paloma Partners sold 5,022 Oppenheimer Holdings shares in Q2 2021, an estimated $201K.
Paloma Partners first reported a position in Oppenheimer Holdings in Q1 2021 and held it in 1 quarter.
Paloma Partners's Oppenheimer Holdings position peaked at $201K in Q1 2021.
99 funds tracked by Wall St. Rank held Oppenheimer Holdings as of Q2 2021.

Based on Paloma Partners's 13F filing for Q2 2021, filed 16 Aug 2021.