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Advisor Group’s Oportun Financial OPRT Stock Holding History

Advisor Group’s Portfolio OPRT Stock Details OPRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$41K Buy
+1,756
New +$32.4K ﹤0.01% 3542

Other funds holding OPRT

IVMX
Institutional Venture Management XIV Menlo Park, California $67.7M AUM 8.12% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
ACM
Ashford Capital Management Wilmington, Delaware $809M AUM 35.1% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Advisor Group's OPRT Position: Q4 2019 in Review

Advisor Group opened a new position in Oportun Financial (OPRT) in Q4 2019: 1,756 shares worth $41K. The stake represents ﹤0.01% of the portfolio and ranks #3542 among its holdings.

55 funds tracked by Wall St. Rank hold OPRT as of Q4 2019.

  • Advisor Group held 1,756 shares of Oportun Financial worth $41K as of Q4 2019.
  • Oportun Financial was a new Advisor Group position in Q4 2019.
  • Oportun Financial made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #3542 holding.
  • 55 funds tracked by Wall St. Rank held Oportun Financial as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.