Steward Partners Investment Advisory’s Optimum Communications Inc OPTU Stock Holding History

Steward Partners Investment Advisory’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	-2,000	Closed	-$4.08K	–	3750
2024 Q2	$4.08K	Sell	2,000 -7,707	-79%	-$17.1K	﹤0.01%	3111
2024 Q1	$25.3K	Buy	9,707 +7,707	+385%	+$19.4K	﹤0.01%	2418
2023 Q4	$6.5K	Hold	2,000	–	–	﹤0.01%	2867
2023 Q3	$6.54K	Hold	2,000	–	–	﹤0.01%	2736
2023 Q2	$6.04K	Hold	2,000	–	–	﹤0.01%	2735
2023 Q1	$6.84K	Hold	2,000	–	–	﹤0.01%	2679
2022 Q4	$9.2K	Hold	2,000	–	–	﹤0.01%	2567
2022 Q3	$12K	Buy	2,000 +500	+33%	+$4.79K	﹤0.01%	2435
2022 Q2	$14K	Hold	1,500	–	–	﹤0.01%	2370
2022 Q1	$19K	Buy	1,500 +500	+50%	+$6.68K	﹤0.01%	2384
2021 Q4	$16K	Buy	1,000 +293	+41%	+$4.97K	﹤0.01%	2405
2021 Q3	$15K	Buy	707 +7	+1%	+$204	﹤0.01%	2440
2021 Q2	$24K	Hold	700	–	–	﹤0.01%	4853
2021 Q1	$22.8K	Hold	700	–	–	﹤0.01%	2412
2020 Q4	$27K	Sell	700 -233	-25%	-$7.3K	﹤0.01%	1947
2020 Q3	$24K	Buy	+933	New	+$24.2K	﹤0.01%	1820

Other funds holding OPTU

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

DCP

Diameter Capital Partners New York $1.24B AUM 137.67% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return

Apollo Management Holdings New York $8.94B AUM 120.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

RCM

Redwood Capital Management New York $927M AUM 153.64% 1-Year Est. Return

Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Steward Partners Investment Advisory's OPTU Position: Q3 2024 in Review

Steward Partners Investment Advisory sold out of Optimum Communications Inc (OPTU) in Q3 2024, closing a stake of 2,000 shares — an estimated $4.08K sold.

Steward Partners Investment Advisory first reported a position in OPTU in Q3 2020 and held it in 16 quarters. The position peaked at $27K in Q4 2020. 165 funds tracked by Wall St. Rank hold OPTU as of Q3 2024.

Steward Partners Investment Advisory reported no remaining Optimum Communications Inc position as of Q3 2024 after selling out during the quarter.
Steward Partners Investment Advisory sold 2,000 Optimum Communications Inc shares in Q3 2024, an estimated $4.08K.
Steward Partners Investment Advisory first reported a position in Optimum Communications Inc in Q3 2020 and held it in 16 quarters.
Steward Partners Investment Advisory's Optimum Communications Inc position peaked at $27K in Q4 2020.
165 funds tracked by Wall St. Rank held Optimum Communications Inc as of Q3 2024.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2024, filed 14 Nov 2024.