PWAC
OPTU

Private Wealth Advisors (California)’s Optimum Communications Inc OPTU Stock Holding History

Private Wealth Advisors (California)’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
Q4 		– Sell
-27,442
Closed -$440K – 99
2021
Q3 		$440K Sell
27,442
-540
-2% -$15.7K 0.11% 84
2021
Q2 		$955K Sell
27,982
-1,233
-4% -$43.1K 0.29% 56
2021
Q1 		$950K Buy
29,215
+328
+1% +$11.4K 0.32% 48
2020
Q4 		$1.02M Sell
28,887
-661
-2% -$20.7K 0.35% 44
2020
Q3 		$768K Buy
+29,548
New +$767K 0.4% 37

Other funds holding OPTU

CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 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
HVCM
HG Vora Capital Management New York $191M AUM 1.23% 1-Year Est. Return
RCM
Redwood Capital Management New York $674M AUM 99.78% 1-Year Est. Return
TGA
TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

Private Wealth Advisors (California)'s OPTU Position: Q4 2021 in Review

Private Wealth Advisors (California) sold out of Optimum Communications Inc (OPTU) in Q4 2021, closing a stake of 27,442 shares — an estimated $440K sold.

Private Wealth Advisors (California) first reported a position in OPTU in Q3 2020 and held it in 5 quarters. The position peaked at $1.02M in Q4 2020. 351 funds tracked by Wall St. Rank hold OPTU as of Q4 2021.

  • Private Wealth Advisors (California) reported no remaining Optimum Communications Inc position as of Q4 2021 after selling out during the quarter.
  • Private Wealth Advisors (California) sold 27,442 Optimum Communications Inc shares in Q4 2021, an estimated $440K.
  • Private Wealth Advisors (California) first reported a position in Optimum Communications Inc in Q3 2020 and held it in 5 quarters.
  • Private Wealth Advisors (California)'s Optimum Communications Inc position peaked at $1.02M in Q4 2020.
  • 351 funds tracked by Wall St. Rank held Optimum Communications Inc as of Q4 2021.

Based on Private Wealth Advisors (California)'s 13F filing for Q4 2021, filed 11 Feb 2022.