PWPS
OPTU

Pinnacle Wealth Planning Services’s Optimum Communications Inc OPTU Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio OPTU Stock Details OPTU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-206
Closed -$7K – 472
2020
Q4 		$7K Buy
+206
New +$6.45K ﹤0.01% 1502

Other funds holding OPTU

SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
PC
Pelham Capital London, United Kingdom $128M AUM 34.73% 1-Year Est. Return
PCM
Palestra Capital Management New York $2.57B AUM 29.93% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Pinnacle Wealth Planning Services's OPTU Position: Q1 2021 in Review

Pinnacle Wealth Planning Services sold out of Optimum Communications Inc (OPTU) in Q1 2021, closing a stake of 206 shares — an estimated $7K sold.

Pinnacle Wealth Planning Services first reported a position in OPTU in Q4 2020 and held it in 1 quarter. The position peaked at $7K in Q4 2020. 339 funds tracked by Wall St. Rank hold OPTU as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining Optimum Communications Inc position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 206 Optimum Communications Inc shares in Q1 2021, an estimated $7K.
  • Pinnacle Wealth Planning Services first reported a position in Optimum Communications Inc in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Optimum Communications Inc position peaked at $7K in Q4 2020.
  • 339 funds tracked by Wall St. Rank held Optimum Communications Inc as of Q1 2021.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2021, filed 29 Apr 2021.