R Squared’s Oppenheimer Holdings OPY Stock Holding History

R Squared’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
2025 Q1	–	Sell	-90	Closed	-$5.77K	–	1122
2024 Q4	$5.77K	Buy	+90	New	+$5.22K	0.01%	1286

Other funds holding OPY

JCP

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

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

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

GWM

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

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

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

R Squared's OPY Position: Q1 2025 in Review

R Squared sold out of Oppenheimer Holdings (OPY) in Q1 2025, closing a stake of 90 shares — an estimated $5.77K sold.

R Squared first reported a position in OPY in Q4 2024 and held it in 1 quarter. The position peaked at $5.77K in Q4 2024. 86 funds tracked by Wall St. Rank hold OPY as of Q1 2025.

R Squared reported no remaining Oppenheimer Holdings position as of Q1 2025 after selling out during the quarter.
R Squared sold 90 Oppenheimer Holdings shares in Q1 2025, an estimated $5.77K.
R Squared first reported a position in Oppenheimer Holdings in Q4 2024 and held it in 1 quarter.
R Squared's Oppenheimer Holdings position peaked at $5.77K in Q4 2024.
86 funds tracked by Wall St. Rank held Oppenheimer Holdings as of Q1 2025.

Based on R Squared's 13F filing for Q1 2025, filed 9 May 2025.