VOYA Investment Management
OPY icon

VOYA Investment Management’s Oppenheimer Holdings OPY Stock Holding History

VOYA Investment Management’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
Q4 		– Sell
-12,798
Closed -$579K – 2812
2021
Q3 		$579K Buy
12,798
+262
+2% +$11.8K ﹤0.01% 1959
2021
Q2 		$638K Sell
12,536
-1,466
-10% -$70.7K ﹤0.01% 1942
2021
Q1 		$561K Buy
14,002
+526
+4% +$19.5K ﹤0.01% 1959
2020
Q4 		$424K Buy
13,476
+233
+2% +$6.57K ﹤0.01% 2015
2020
Q3 		$296K Sell
13,243
-5,400
-29% -$125K ﹤0.01% 1954
2020
Q2 		$406K Sell
18,643
-1,729
-8% -$35K ﹤0.01% 1791
2020
Q1 		$403K Sell
20,372
-393
-2% -$9.6K ﹤0.01% 1756
2019
Q4 		$571K Buy
20,765
+734
+4% +$20.5K ﹤0.01% 1817
2019
Q3 		$602K Sell
20,031
-574
-3% -$16.5K ﹤0.01% 1632
2019
Q2 		$561K Buy
20,605
+359
+2% +$9.34K ﹤0.01% 1693
2019
Q1 		$527K Buy
+20,246
New +$549K ﹤0.01% 1748

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
Vanguard Group
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

VOYA Investment Management's OPY Position: Q4 2021 in Review

VOYA Investment Management sold out of Oppenheimer Holdings (OPY) in Q4 2021, closing a stake of 12,798 shares — an estimated $579K sold.

VOYA Investment Management first reported a position in OPY in Q1 2019 and held it in 11 quarters. The position peaked at $638K in Q2 2021. 101 funds tracked by Wall St. Rank hold OPY as of Q4 2021.

  • VOYA Investment Management reported no remaining Oppenheimer Holdings position as of Q4 2021 after selling out during the quarter.
  • VOYA Investment Management sold 12,798 Oppenheimer Holdings shares in Q4 2021, an estimated $579K.
  • VOYA Investment Management first reported a position in Oppenheimer Holdings in Q1 2019 and held it in 11 quarters.
  • VOYA Investment Management's Oppenheimer Holdings position peaked at $638K in Q2 2021.
  • 101 funds tracked by Wall St. Rank held Oppenheimer Holdings as of Q4 2021.

Based on VOYA Investment Management's 13F filing for Q4 2021, filed 14 Feb 2022.