AWMS
OPLN

Advocacy Wealth Management Services’s Openlane OPLN Stock Holding History

Advocacy Wealth Management Services’s Portfolio OPLN Stock Details OPLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-10
Closed – – 173
2022
Q1 		$0 Hold
10
– – ﹤0.01% 207
2021
Q4 		$0 Hold
10
– – ﹤0.01% 192
2021
Q3 		$0 Hold
10
– – ﹤0.01% 189
2021
Q2 		$0 Buy
+10
New +$169 ﹤0.01% 206

Other funds holding OPLN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
MAMU
Marathon Asset Management (UK) London, United Kingdom $2.61B AUM 27.14% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return
PIM
Paradice Investment Management Denver, Colorado $627M AUM 43.41% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Advocacy Wealth Management Services's OPLN Position: Q2 2022 in Review

Advocacy Wealth Management Services sold out of Openlane (OPLN) in Q2 2022, closing a stake of 10 shares.

Advocacy Wealth Management Services first reported a position in OPLN in Q2 2021 and held it in 4 quarters. The position peaked at $0 in Q1 2022. 217 funds tracked by Wall St. Rank hold OPLN as of Q2 2022.

  • Advocacy Wealth Management Services reported no remaining Openlane position as of Q2 2022 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 10 Openlane shares in Q2 2022.
  • Advocacy Wealth Management Services first reported a position in Openlane in Q2 2021 and held it in 4 quarters.
  • Advocacy Wealth Management Services's Openlane position peaked at $0 in Q1 2022.
  • 217 funds tracked by Wall St. Rank held Openlane as of Q2 2022.

Based on Advocacy Wealth Management Services's 13F filing for Q2 2022, filed 6 Jul 2022.