SVB Wealth’s Optimum Communications Inc OPTU Stock Holding History

SVB Wealth’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
2025 Q2	–	Sell	-200	Closed	-$532	–	576
2025 Q1	$532	Buy	+200	New	+$540	﹤0.01%	1394
2019 Q2	–	Sell	-1,000,000	Closed	-$21.5M	–	521
2019 Q1	$21.5M	Hold	1,000,000	–	–	0.85%	32
2018 Q4	$16.5M	Hold	1,000,000	–	–	0.7%	46
2018 Q3	$18.1M	Buy	+1,000,000	New	+$17.9M	0.64%	51

Other funds holding OPTU

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

Empyrean Capital Partners Los Angeles, California $3.07B AUM 34.24% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Nomura Holdings

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

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

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

Bracebridge Capital LLC Boston, Massachusetts $3.73B AUM 33.02% 1-Year Est. Return

Millennium Management

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return