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Selective Wealth Management’s Optical Cable Corp OCC Stock Holding History

Selective Wealth Management’s Portfolio OCC Stock Details OCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-1,500
Closed -$8K – 773
2021
Q4 		$8K Hold
1,500
– – ﹤0.01% 506
2021
Q3 		$6K Hold
1,500
– – ﹤0.01% 480
2021
Q2 		$6K Hold
1,500
– – ﹤0.01% 393
2021
Q1 		$5K Buy
+1,500
New +$5.39K ﹤0.01% 313

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WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
HH
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HCWM
Harrison & Co Wealth Management Roanoke, Virginia $103M AUM 9.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Selective Wealth Management's OCC Position: Q1 2022 in Review

Selective Wealth Management sold out of Optical Cable Corp (OCC) in Q1 2022, closing a stake of 1,500 shares — an estimated $8K sold.

Selective Wealth Management first reported a position in OCC in Q1 2021 and held it in 4 quarters. The position peaked at $8K in Q4 2021. 19 funds tracked by Wall St. Rank hold OCC as of Q1 2022.

  • Selective Wealth Management reported no remaining Optical Cable Corp position as of Q1 2022 after selling out during the quarter.
  • Selective Wealth Management sold 1,500 Optical Cable Corp shares in Q1 2022, an estimated $8K.
  • Selective Wealth Management first reported a position in Optical Cable Corp in Q1 2021 and held it in 4 quarters.
  • Selective Wealth Management's Optical Cable Corp position peaked at $8K in Q4 2021.
  • 19 funds tracked by Wall St. Rank held Optical Cable Corp as of Q1 2022.

Based on Selective Wealth Management's 13F filing for Q1 2022, filed 20 Apr 2022.