VFA
OPTU

Valeo Financial Advisors’s Optimum Communications Inc OPTU Stock Holding History

Valeo Financial 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
2021
Q2 		– Sell
-15
Closed – – 619
2021
Q1 		$0 Buy
+15
New +$522 ﹤0.01% 2014
2020
Q3 		– Sell
-4,000
Closed -$90K – 1609
2020
Q2 		$90K Buy
+4,000
New +$98.1K 0.01% 531

Other funds holding OPTU

SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
PC
Pelham Capital London, United Kingdom $128M AUM 34.73% 1-Year Est. Return
PCM
Palestra Capital Management New York $2.57B AUM 29.93% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Valeo Financial Advisors's OPTU Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Optimum Communications Inc (OPTU) in Q2 2021, closing a stake of 15 shares.

Valeo Financial Advisors first reported a position in OPTU in Q2 2020 and held it in 2 quarters. The position peaked at $90K in Q2 2020. 344 funds tracked by Wall St. Rank hold OPTU as of Q2 2021.

  • Valeo Financial Advisors reported no remaining Optimum Communications Inc position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 15 Optimum Communications Inc shares in Q2 2021.
  • Valeo Financial Advisors first reported a position in Optimum Communications Inc in Q2 2020 and held it in 2 quarters.
  • Valeo Financial Advisors's Optimum Communications Inc position peaked at $90K in Q2 2020.
  • 344 funds tracked by Wall St. Rank held Optimum Communications Inc as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.