SWA
OPTU

Sutton Wealth Advisors’s Optimum Communications Inc OPTU Stock Holding History

Sutton Wealth Advisors’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
2022
Q4 		– Sell
-104
Closed -$606 – 1661
2022
Q3 		$606 Buy
+104
New +$996 ﹤0.01% 1432
2022
Q1 		– Sell
-74
Closed -$1.2K – 1637
2021
Q4 		$1.2K Buy
+74
New +$1.25K ﹤0.01% 1287

Other funds holding OPTU

CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RCM
Redwood Capital Management New York $674M AUM 99.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
TGA
TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sutton Wealth Advisors's OPTU Position: Q4 2022 in Review

Sutton Wealth Advisors sold out of Optimum Communications Inc (OPTU) in Q4 2022, closing a stake of 104 shares — an estimated $606 sold.

Sutton Wealth Advisors first reported a position in OPTU in Q4 2021 and held it in 2 quarters. The position peaked at $1.2K in Q4 2021. 254 funds tracked by Wall St. Rank hold OPTU as of Q4 2022.

  • Sutton Wealth Advisors reported no remaining Optimum Communications Inc position as of Q4 2022 after selling out during the quarter.
  • Sutton Wealth Advisors sold 104 Optimum Communications Inc shares in Q4 2022, an estimated $606.
  • Sutton Wealth Advisors first reported a position in Optimum Communications Inc in Q4 2021 and held it in 2 quarters.
  • Sutton Wealth Advisors's Optimum Communications Inc position peaked at $1.2K in Q4 2021.
  • 254 funds tracked by Wall St. Rank held Optimum Communications Inc as of Q4 2022.

Based on Sutton Wealth Advisors's 13F filing for Q4 2022, filed 7 Nov 2023.