Wipfli Financial Advisors’s Oppenheimer Holdings OPY Stock Holding History

Wipfli Financial Advisors’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
2022 Q3	$37K	Buy	+1,183	New	+$41.4K	﹤0.01%	1264

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

JCP

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

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

GWM

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

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

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Wipfli Financial Advisors's OPY Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Oppenheimer Holdings (OPY) in Q3 2022: 1,183 shares worth $37K. The stake represents ﹤0.01% of the portfolio and ranks #1264 among its holdings.

79 funds tracked by Wall St. Rank hold OPY as of Q3 2022.

Wipfli Financial Advisors held 1,183 shares of Oppenheimer Holdings worth $37K as of Q3 2022.
Oppenheimer Holdings was a new Wipfli Financial Advisors position in Q3 2022.
Oppenheimer Holdings made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1264 holding.
79 funds tracked by Wall St. Rank held Oppenheimer Holdings as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.