Wolverine Trading
OPY icon

Wolverine Trading’s Oppenheimer Holdings OPY Stock Holding History

Wolverine Trading’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
2025
Q3 		– Sell
-7,800
Closed -$516K – 6007
2025
Q2 		$516K Buy
+7,800
New +$476K ﹤0.01% 2914
2023
Q2 		– Sell
-5,200
Closed -$200K – 4741
2023
Q1 		$200K Buy
+5,200
New +$229K ﹤0.01% 3418
2022
Q1 		– Sell
-13,500
Closed -$625K – 6146
2021
Q4 		$625K Sell
13,500
-6,000
-31% -$296K ﹤0.01% 3181
2021
Q3 		$898K Buy
19,500
+13,700
+236% +$616K ﹤0.01% 3125
2021
Q2 		$296K Buy
+5,800
New +$280K ﹤0.01% 4438
2018
Q3 		– Sell
-10,600
Closed -$273K – 5616
2018
Q2 		$273K Hold
10,600
– – ﹤0.01% 3921
2018
Q1 		$273K Buy
+10,600
New +$285K ﹤0.01% 3921

Other funds holding OPY

JCP
JB Capital Partners Armonk, New York $581M AUM 46.16% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wolverine Trading's OPY Position: Q4 2022 in Review

Wolverine Trading sold out of Oppenheimer Holdings (OPY) in Q4 2022, closing a stake of 6,456 shares — an estimated $203K sold.

Wolverine Trading first reported a position in OPY in Q2 2021 and held it in 3 quarters. The position peaked at $782K in Q2 2021. 79 funds tracked by Wall St. Rank hold OPY as of Q4 2022.

  • Wolverine Trading reported no remaining Oppenheimer Holdings position as of Q4 2022 after selling out during the quarter.
  • Wolverine Trading sold 6,456 Oppenheimer Holdings shares in Q4 2022, an estimated $203K.
  • Wolverine Trading first reported a position in Oppenheimer Holdings in Q2 2021 and held it in 3 quarters.
  • Wolverine Trading's Oppenheimer Holdings position peaked at $782K in Q2 2021.
  • 79 funds tracked by Wall St. Rank held Oppenheimer Holdings as of Q4 2022.

Based on Wolverine Trading's 13F filing for Q4 2022, filed 14 Feb 2023.