SPIA
OPT

Steward Partners Investment Advisory’s Opthea Limited American Depositary Shares OPT Stock Holding History

Steward Partners Investment Advisory’s Portfolio OPT Stock Details OPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-2,000
Closed -$5.9K – 3719
2023
Q4 		$5.9K Buy
+2,000
New +$4.16K ﹤0.01% 2903

Other funds holding OPT

RP
Regal Partners Sydney, NSW, Australia $1.81B AUM 52.11% 1-Year Est. Return
BBA
Baker Bros. Advisors New York $20B AUM 154.41% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Teacher Retirement System of Texas
Teacher Retirement System of Texas Austin, Texas $37.3B AUM 38.63% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
FFA
Frazier Financial Advisors Columbus, Ohio $198M AUM 19.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Steward Partners Investment Advisory's OPT Position: Q1 2024 in Review

Steward Partners Investment Advisory sold out of Opthea Limited American Depositary Shares (OPT) in Q1 2024, closing a stake of 2,000 shares — an estimated $5.9K sold.

Steward Partners Investment Advisory first reported a position in OPT in Q4 2023 and held it in 1 quarter. The position peaked at $5.9K in Q4 2023. 8 funds tracked by Wall St. Rank hold OPT as of Q1 2024.

  • Steward Partners Investment Advisory reported no remaining Opthea Limited American Depositary Shares position as of Q1 2024 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 2,000 Opthea Limited American Depositary Shares shares in Q1 2024, an estimated $5.9K.
  • Steward Partners Investment Advisory first reported a position in Opthea Limited American Depositary Shares in Q4 2023 and held it in 1 quarter.
  • Steward Partners Investment Advisory's Opthea Limited American Depositary Shares position peaked at $5.9K in Q4 2023.
  • 8 funds tracked by Wall St. Rank held Opthea Limited American Depositary Shares as of Q1 2024.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2024, filed 15 May 2024.