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Plante Moran Financial Advisors’s Ocean Power Technologies OPTT Stock Holding History

Plante Moran Financial Advisors’s Portfolio OPTT Stock Details OPTT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-150
Closed – – 1070
2021
Q3 		$0 Buy
150
+100
+200% +$209 ﹤0.01% 993
2021
Q2 		$0 Hold
50
– – ﹤0.01% 1049
2021
Q1 		$0 Buy
+50
New +$192 ﹤0.01% 1087

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FAIM
Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Plante Moran Financial Advisors's OPTT Position: Q4 2021 in Review

Plante Moran Financial Advisors sold out of Ocean Power Technologies (OPTT) in Q4 2021, closing a stake of 150 shares.

Plante Moran Financial Advisors first reported a position in OPTT in Q1 2021 and held it in 3 quarters. The position peaked at $0 in Q3 2021. 44 funds tracked by Wall St. Rank hold OPTT as of Q4 2021.

  • Plante Moran Financial Advisors reported no remaining Ocean Power Technologies position as of Q4 2021 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 150 Ocean Power Technologies shares in Q4 2021.
  • Plante Moran Financial Advisors first reported a position in Ocean Power Technologies in Q1 2021 and held it in 3 quarters.
  • Plante Moran Financial Advisors's Ocean Power Technologies position peaked at $0 in Q3 2021.
  • 44 funds tracked by Wall St. Rank held Ocean Power Technologies as of Q4 2021.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2021, filed 9 Feb 2022.