Triune Financial Partners’s Oppenheimer Holdings OPY Stock Holding History

Triune Financial Partners’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
2021 Q2	$203K	Buy	+4,000	New	+$193K	0.17%	22

Other funds holding OPY

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

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

JCP

JB Capital Partners Armonk, New York $581M AUM 46.16% 1-Year Est. Return

GWM

Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Triune Financial Partners's OPY Position: Q2 2021 in Review

Triune Financial Partners opened a new position in Oppenheimer Holdings (OPY) in Q2 2021: 4,000 shares worth $203K. The stake represents 0.17% of the portfolio and ranks #22 among its holdings.

99 funds tracked by Wall St. Rank hold OPY as of Q2 2021.

Triune Financial Partners held 4,000 shares of Oppenheimer Holdings worth $203K as of Q2 2021.
Oppenheimer Holdings was a new Triune Financial Partners position in Q2 2021.
Oppenheimer Holdings made up 0.17% of Triune Financial Partners's portfolio in Q2 2021, its #22 holding.
99 funds tracked by Wall St. Rank held Oppenheimer Holdings as of Q2 2021.

Based on Triune Financial Partners's 13F filing for Q2 2021, filed 6 Dec 2024.