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TCI Wealth Advisors’s Oppenheimer Holdings OPY Stock Holding History

TCI Wealth Advisors’s Portfolio OPY Stock Details OPY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-188
Closed -$8K – 2451
2022
Q1 		$8K Buy
188
+96
+104% +$4.21K ﹤0.01% 1267
2021
Q4 		$4K Buy
+92
New +$4.54K ﹤0.01% 1867

Other funds holding OPY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JCP
JB Capital Partners Armonk, New York $581M AUM 46.16% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

TCI Wealth Advisors's OPY Position: Q2 2022 in Review

TCI Wealth Advisors sold out of Oppenheimer Holdings (OPY) in Q2 2022, closing a stake of 188 shares — an estimated $8K sold.

TCI Wealth Advisors first reported a position in OPY in Q4 2021 and held it in 2 quarters. The position peaked at $8K in Q1 2022. 86 funds tracked by Wall St. Rank hold OPY as of Q2 2022.

  • TCI Wealth Advisors reported no remaining Oppenheimer Holdings position as of Q2 2022 after selling out during the quarter.
  • TCI Wealth Advisors sold 188 Oppenheimer Holdings shares in Q2 2022, an estimated $8K.
  • TCI Wealth Advisors first reported a position in Oppenheimer Holdings in Q4 2021 and held it in 2 quarters.
  • TCI Wealth Advisors's Oppenheimer Holdings position peaked at $8K in Q1 2022.
  • 86 funds tracked by Wall St. Rank held Oppenheimer Holdings as of Q2 2022.

Based on TCI Wealth Advisors's 13F filing for Q2 2022, filed 19 Jul 2022.