WIA
OPTU

Wetzel Investment Advisors’s Optimum Communications Inc OPTU Stock Holding History

Wetzel Investment 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
2024
Q3 		– Sell
-21
Closed -$55 – 181
2024
Q2 		$55 Hold
21
– – ﹤0.01% 934
2024
Q1 		$40 Hold
21
– – ﹤0.01% 1042
2023
Q4 		$0 Buy
+21
New +$55 ﹤0.01% 1007

Other funds holding OPTU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
DCP
Diameter Capital Partners New York $1.07B AUM 152.29% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
RCM
Redwood Capital Management New York $674M AUM 99.78% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Wetzel Investment Advisors's OPTU Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of Optimum Communications Inc (OPTU) in Q3 2024, closing a stake of 21 shares — an estimated $55 sold.

Wetzel Investment Advisors first reported a position in OPTU in Q4 2023 and held it in 3 quarters. The position peaked at $55 in Q2 2024. 164 funds tracked by Wall St. Rank hold OPTU as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining Optimum Communications Inc position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 21 Optimum Communications Inc shares in Q3 2024, an estimated $55.
  • Wetzel Investment Advisors first reported a position in Optimum Communications Inc in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's Optimum Communications Inc position peaked at $55 in Q2 2024.
  • 164 funds tracked by Wall St. Rank held Optimum Communications Inc as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.