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

TCI 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
2023 Q2	–	Sell	-29	Closed	-$100	–	370
2023 Q1	$100	Sell	29 -5	-15%	-$21	﹤0.01%	2399
2022 Q4	$156	Sell	34 -78	-70%	-$383	﹤0.01%	2363
2022 Q3	$1K	Buy	+112	New	+$1.07K	﹤0.01%	2033
2022 Q1	–	Sell	-8	Closed	–	–	2223
2021 Q4	$0	Buy	+8	New	+$136	﹤0.01%	2298
2021 Q2	–	Sell	-80	Closed	-$3K	–	2313
2021 Q1	$3K	Buy	+80	New	+$2.79K	﹤0.01%	1486
2020 Q1	–	Sell	-16	Closed	–	–	1468
2019 Q4	$0	Hold	16	–	–	﹤0.01%	1534
2019 Q3	$0	Buy	+16	New	+$436	﹤0.01%	1494

Other funds holding OPTU

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

RCM

Redwood Capital Management New York $674M AUM 99.78% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

TSW

Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return

BCA

Boundary Creek Advisors New York $15.3M AUM 0.41% 1-Year Est. Return

TGA

TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

TCI Wealth Advisors's OPTU Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Optimum Communications Inc (OPTU) in Q2 2023, closing a stake of 29 shares — an estimated $100 sold.

TCI Wealth Advisors first reported a position in OPTU in Q3 2019 and held it in 7 quarters. The position peaked at $3K in Q1 2021. 192 funds tracked by Wall St. Rank hold OPTU as of Q2 2023.

TCI Wealth Advisors reported no remaining Optimum Communications Inc position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 29 Optimum Communications Inc shares in Q2 2023, an estimated $100.
TCI Wealth Advisors first reported a position in Optimum Communications Inc in Q3 2019 and held it in 7 quarters.
TCI Wealth Advisors's Optimum Communications Inc position peaked at $3K in Q1 2021.
192 funds tracked by Wall St. Rank held Optimum Communications Inc as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.