13F Filings History of Optimal Asset Management, Inc.

Latest 13F report
Q3 2021 - 15 Nov 2021
Value $
$792,664,000
Signature - Title
Vijay Vaidyanathan - CCO
Location
Los Altos, CA
Summary
This page shows a list of all the recent 13F filings made by Optimal Asset Management, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Optimal Asset Management, Inc. reported 347 stock holdings with total value $792,664,000 as of Q3 2021. Top holdings included WMT, FTNT, OMC, ADBE, and BR.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2021 347 $792,664,000 +$10,152,114 -$43,775,335 -$33,623,221 WMT, FTNT, OMC, ADBE, BR 13F-HR 15 Nov 2021, 13:58
Q2 2021 352 $838,049,000 +$26,091,355 -$734,786 +$25,356,569 WMT, QRVO, OMC, ADBE, TMUS 13F-HR 16 Aug 2021, 14:46
Q1 2021 346 $762,679,000 +$222,511,535 -$184,473,759 +$38,037,776 WMT, QRVO, OMC, CLX, BR 13F-HR 17 May 2021, 17:22
Q4 2020 394 $694,348,000 +$16,309,214 -$76,476,593 -$60,167,379 QRVO, BR, FIS, FI, TYL 13F-HR 12 Feb 2021, 17:48
Q3 2020 395 $682,194,000 +$131,505,286 -$86,563,961 +$44,941,325 WMT, FIS, VZ, BR, CTXS 13F-HR 16 Nov 2020, 16:34
Q2 2020 399 $606,952,000 +$32,161,414 -$598,946,952 -$566,785,538 CTXS, BR, FIS, QRVO, LLY 13F-HR 04 Aug 2020, 16:15
Q1 2020 392 $1,005,077,000 +$522,833,330 -$22,261,405 +$500,571,925 CTXS, ETR, HSY, FI, LLY 13F-HR 28 May 2020, 10:54
Q4 2019 380 $656,039,000 $0 $0 $0 FI, ETR, MAR, BR, HSY 13F-HR 06 May 2020, 16:37