TD Private Client Wealth’s Optimum Communications Inc OPTU Stock Holding History

TD Private Client 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
2022 Q4	–	Sell	-145	Closed	-$845	–	1214
2022 Q3	$845	Buy	+145	New	+$1.39K	﹤0.01%	1168
2022 Q2	–	Sell	-97	Closed	-$1.21K	–	1228
2022 Q1	$1.21K	Buy	97 +62	+177%	+$829	﹤0.01%	1200
2021 Q4	$566	Buy	+35	New	+$593	﹤0.01%	1122
2021 Q1	–	Sell	-131	Closed	-$4.96K	–	1173
2020 Q4	$4.96K	Hold	131	–	–	﹤0.01%	892
2020 Q3	$3.41K	Hold	131	–	–	﹤0.01%	872
2020 Q2	$2.95K	Sell	131 -52	-28%	-$1.27K	﹤0.01%	873
2020 Q1	$4.08K	Sell	183 -10,693	-98%	-$279K	﹤0.01%	827
2019 Q4	$297K	Buy	+10,876	New	+$300K	0.02%	413

Other funds holding OPTU

CCP

Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return

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

RCM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

TGA

TPG GP A Fort Worth, Texas $5B AUM 58.56% 1-Year Est. Return

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

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TD Private Client Wealth's OPTU Position: Q4 2022 in Review

TD Private Client Wealth sold out of Optimum Communications Inc (OPTU) in Q4 2022, closing a stake of 145 shares — an estimated $845 sold.

TD Private Client Wealth first reported a position in OPTU in Q4 2019 and held it in 8 quarters. The position peaked at $297K in Q4 2019. 253 funds tracked by Wall St. Rank hold OPTU as of Q4 2022.

TD Private Client Wealth reported no remaining Optimum Communications Inc position as of Q4 2022 after selling out during the quarter.
TD Private Client Wealth sold 145 Optimum Communications Inc shares in Q4 2022, an estimated $845.
TD Private Client Wealth first reported a position in Optimum Communications Inc in Q4 2019 and held it in 8 quarters.
TD Private Client Wealth's Optimum Communications Inc position peaked at $297K in Q4 2019.
253 funds tracked by Wall St. Rank held Optimum Communications Inc as of Q4 2022.

Based on TD Private Client Wealth's 13F filing for Q4 2022, filed 16 Aug 2024.