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Watershed Asset Management’s Oppenheimer Holdings OPY Stock Holding History

Watershed Asset 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
2023
Q4 		$277K Buy
+6,694
New +$256K 0.32% 91

Other funds holding OPY

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Watershed Asset Management's OPY Position: Q4 2023 in Review

Watershed Asset Management opened a new position in Oppenheimer Holdings (OPY) in Q4 2023: 6,694 shares worth $277K. The stake represents 0.32% of the portfolio and ranks #91 among its holdings.

77 funds tracked by Wall St. Rank hold OPY as of Q4 2023.

  • Watershed Asset Management held 6,694 shares of Oppenheimer Holdings worth $277K as of Q4 2023.
  • Oppenheimer Holdings was a new Watershed Asset Management position in Q4 2023.
  • Oppenheimer Holdings made up 0.32% of Watershed Asset Management's portfolio in Q4 2023, its #91 holding.
  • 77 funds tracked by Wall St. Rank held Oppenheimer Holdings as of Q4 2023.

Based on Watershed Asset Management's 13F filing for Q4 2023, filed 2 Feb 2024.