Spire Wealth Management’s Optimum Communications Inc OPTU Stock Holding History

Spire Wealth Management’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
2024 Q3	–	Sell	-776	Closed	-$1.58K	–	2167
2024 Q2	$1.58K	Buy	+776	New	+$1.72K	﹤0.01%	2051
2024 Q1	–	Sell	-776	Closed	-$1.71K	–	2307
2023 Q4	$1.71K	Buy	776 +26	+3%	+$68	﹤0.01%	2172
2023 Q3	$2.45K	Hold	750	–	–	﹤0.01%	2091
2023 Q2	$2.27K	Buy	750 +256	+52%	+$727	﹤0.01%	2175
2023 Q1	$1.69K	Buy	+494	New	+$2.1K	﹤0.01%	2297
2022 Q3	–	Sell	-16,501	Closed	-$153K	–	2192
2022 Q2	$153K	Buy	+16,501	New	+$173K	0.01%	860
2022 Q1	–	Sell	-12,009	Closed	-$194K	–	2524
2021 Q4	$194K	Buy	+12,009	New	+$204K	﹤0.01%	1104

Other funds holding OPTU

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

DCP

Diameter Capital Partners New York $1.07B AUM 152.29% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

AMH

Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

RCM

Redwood Capital Management New York $674M AUM 99.78% 1-Year Est. Return

OCM

Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Spire Wealth Management's OPTU Position: Q3 2024 in Review

Spire Wealth Management sold out of Optimum Communications Inc (OPTU) in Q3 2024, closing a stake of 776 shares — an estimated $1.58K sold.

Spire Wealth Management first reported a position in OPTU in Q4 2021 and held it in 7 quarters. The position peaked at $194K in Q4 2021. 164 funds tracked by Wall St. Rank hold OPTU as of Q3 2024.

Spire Wealth Management reported no remaining Optimum Communications Inc position as of Q3 2024 after selling out during the quarter.
Spire Wealth Management sold 776 Optimum Communications Inc shares in Q3 2024, an estimated $1.58K.
Spire Wealth Management first reported a position in Optimum Communications Inc in Q4 2021 and held it in 7 quarters.
Spire Wealth Management's Optimum Communications Inc position peaked at $194K in Q4 2021.
164 funds tracked by Wall St. Rank held Optimum Communications Inc as of Q3 2024.

Based on Spire Wealth Management's 13F filing for Q3 2024, filed 15 Oct 2024.