SFS
OPTU

Sowell Financial Services’s Optimum Communications Inc OPTU Stock Holding History

Sowell Financial Services’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
Q1 		– Sell
-7,695
Closed -$291K – 3101
2020
Q4 		$291K Buy
7,695
+2,672
+53% +$83.7K 0.01% 708
2020
Q3 		$131K Buy
5,023
+4,145
+472% +$108K 0.01% 879
2020
Q2 		$20K Buy
+878
New +$21.5K ﹤0.01% 1453
2020
Q1 		– Sell
-212
Closed -$6K – 2417
2019
Q4 		$6K Hold
212
– – ﹤0.01% 1825
2019
Q3 		$6K Buy
+212
New +$5.77K ﹤0.01% 1681

Other funds holding OPTU

SCP
Soroban Capital Partners New York $14B AUM 21.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
PC
Pelham Capital London, United Kingdom $128M AUM 34.73% 1-Year Est. Return
PCM
Palestra Capital Management New York $2.55B AUM 29.93% 1-Year Est. Return
ZP
Zimmer Partners New York $4.08B AUM 14.2% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $9.01B AUM 30.26% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return