Rockefeller Capital Management
OPY icon

Rockefeller Capital Management’s Oppenheimer Holdings OPY Stock Holding History

Rockefeller Capital Management’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
2020
Q3 		– Sell
-99
Closed -$2K – 2730
2020
Q2 		$2K Buy
+99
New +$2K ﹤0.01% 2344

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Rockefeller Capital Management's OPY Position: Q3 2020 in Review

Rockefeller Capital Management sold out of Oppenheimer Holdings (OPY) in Q3 2020, closing a stake of 99 shares — an estimated $2K sold.

Rockefeller Capital Management first reported a position in OPY in Q2 2020 and held it in 1 quarter. The position peaked at $2K in Q2 2020. 86 funds tracked by Wall St. Rank hold OPY as of Q3 2020.

  • Rockefeller Capital Management reported no remaining Oppenheimer Holdings position as of Q3 2020 after selling out during the quarter.
  • Rockefeller Capital Management sold 99 Oppenheimer Holdings shares in Q3 2020, an estimated $2K.
  • Rockefeller Capital Management first reported a position in Oppenheimer Holdings in Q2 2020 and held it in 1 quarter.
  • Rockefeller Capital Management's Oppenheimer Holdings position peaked at $2K in Q2 2020.
  • 86 funds tracked by Wall St. Rank held Oppenheimer Holdings as of Q3 2020.

Based on Rockefeller Capital Management's 13F filing for Q3 2020, filed 13 Nov 2020.