TFA
OPNW

Toth Financial Advisory’s OpenWorld, Inc. Common Stock OPNW Stock Holding History

Toth Financial Advisory’s Portfolio OPNW Stock Details OPNW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-200
Closed -$2.79K – 795
2024
Q1 		$2.79K Hold
200
– – ﹤0.01% 574
2023
Q4 		$2.24K Hold
200
– – ﹤0.01% 606
2023
Q3 		$2.34K Hold
200
– – ﹤0.01% 613
2023
Q2 		$2.76K Buy
+200
New +$3.2K ﹤0.01% 609

Other funds holding OPNW

HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GAM
Gotham Asset Management New York $43B AUM 34.97% 1-Year Est. Return
SIC
SFE Investment Counsel Los Angeles, California $742M AUM 39.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
CCA
Cruiser Capital Advisors Stamford, Connecticut $162M AUM 78.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Toth Financial Advisory's OPNW Position: Q2 2024 in Review

Toth Financial Advisory sold out of OpenWorld, Inc. Common Stock (OPNW) in Q2 2024, closing a stake of 200 shares — an estimated $2.79K sold.

Toth Financial Advisory first reported a position in OPNW in Q2 2023 and held it in 4 quarters. The position peaked at $2.79K in Q1 2024. 20 funds tracked by Wall St. Rank hold OPNW as of Q2 2024.

  • Toth Financial Advisory reported no remaining OpenWorld, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
  • Toth Financial Advisory sold 200 OpenWorld, Inc. Common Stock shares in Q2 2024, an estimated $2.79K.
  • Toth Financial Advisory first reported a position in OpenWorld, Inc. Common Stock in Q2 2023 and held it in 4 quarters.
  • Toth Financial Advisory's OpenWorld, Inc. Common Stock position peaked at $2.79K in Q1 2024.
  • 20 funds tracked by Wall St. Rank held OpenWorld, Inc. Common Stock as of Q2 2024.

Based on Toth Financial Advisory's 13F filing for Q2 2024, filed 16 Jul 2024.