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Spire Wealth Management’s Oppenheimer Holdings OPY Stock Holding History

Spire Wealth 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
2023
Q4 		– Sell
-717
Closed -$27.5K – 2439
2023
Q3 		$27.5K Buy
717
+3
+0.4% +$117 ﹤0.01% 1384
2023
Q2 		$28.7K Sell
714
-297
-29% -$11.3K ﹤0.01% 1436
2023
Q1 		$39.6K Buy
+1,011
New +$44.4K ﹤0.01% 1296

Other funds holding OPY

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JCP
JB Capital Partners Armonk, New York $581M AUM 46.16% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Spire Wealth Management's OPY Position: Q4 2023 in Review

Spire Wealth Management sold out of Oppenheimer Holdings (OPY) in Q4 2023, closing a stake of 717 shares — an estimated $27.5K sold.

Spire Wealth Management first reported a position in OPY in Q1 2023 and held it in 3 quarters. The position peaked at $39.6K in Q1 2023. 77 funds tracked by Wall St. Rank hold OPY as of Q4 2023.

  • Spire Wealth Management reported no remaining Oppenheimer Holdings position as of Q4 2023 after selling out during the quarter.
  • Spire Wealth Management sold 717 Oppenheimer Holdings shares in Q4 2023, an estimated $27.5K.
  • Spire Wealth Management first reported a position in Oppenheimer Holdings in Q1 2023 and held it in 3 quarters.
  • Spire Wealth Management's Oppenheimer Holdings position peaked at $39.6K in Q1 2023.
  • 77 funds tracked by Wall St. Rank held Oppenheimer Holdings as of Q4 2023.

Based on Spire Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.