Oppenheimer Holdings shares owned by KCS Wealth Advisory
Quarter-by-quarter ownership of Oppenheimer Holdings (OPY) shares owned by KCS Wealth Advisory
from 13F filings
Historical chart of KCS Wealth Advisory investment in Oppenheimer Holdings
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Quarterly reported holdings in Oppenheimer Holdings by KCS Wealth Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $1.2M | 31k | 38.31 |
| 2023-06-30 | $1.4M | 34k | 40.18 |
| 2023-03-31 | $1.4M | 35k | 39.15 |
| 2022-12-31 | $1.7M | 40k | 42.33 |
| 2022-09-30 | $1.2M | 39k | 30.99 |
| 2022-06-30 | $975k | 30k | 33.05 |
| 2022-03-31 | $370k | 8.5k | 43.63 |
| 2021-12-31 | $282k | 6.1k | 46.33 |