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 – 3100
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 $47.8B AUM 11.8% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
PC
Pelham Capital London, United Kingdom $176M AUM 37.47% 1-Year Est. Return
PCM
Palestra Capital Management New York $2.95B AUM 61.62% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Sowell Financial Services's OPTU Position: Q1 2021 in Review

Sowell Financial Services sold out of Optimum Communications Inc (OPTU) in Q1 2021, closing a stake of 7,695 shares — an estimated $291K sold.

Sowell Financial Services first reported a position in OPTU in Q3 2019 and held it in 5 quarters. The position peaked at $291K in Q4 2020. 340 funds tracked by Wall St. Rank hold OPTU as of Q1 2021.

  • Sowell Financial Services reported no remaining Optimum Communications Inc position as of Q1 2021 after selling out during the quarter.
  • Sowell Financial Services sold 7,695 Optimum Communications Inc shares in Q1 2021, an estimated $291K.
  • Sowell Financial Services first reported a position in Optimum Communications Inc in Q3 2019 and held it in 5 quarters.
  • Sowell Financial Services's Optimum Communications Inc position peaked at $291K in Q4 2020.
  • 340 funds tracked by Wall St. Rank held Optimum Communications Inc as of Q1 2021.

Based on Sowell Financial Services's 13F filing for Q1 2021, filed 7 May 2021.