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AJOVista’s OppFi OPFI Stock Holding History

AJOVista’s Portfolio OPFI Stock Details OPFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-11,920
Closed -$61K – 307
2023
Q4 		$61K Buy
+11,920
New +$38K 0.08% 257

Other funds holding OPFI

LP
LB Partners Charlottesville, Virginia $147M AUM 29.28% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ECM
Elgethun Capital Management Sioux Falls, South Dakota $718M AUM 18.6% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

AJOVista's OPFI Position: Q1 2024 in Review

AJOVista sold out of OppFi (OPFI) in Q1 2024, closing a stake of 11,920 shares — an estimated $61K sold.

AJOVista first reported a position in OPFI in Q4 2023 and held it in 1 quarter. The position peaked at $61K in Q4 2023. 69 funds tracked by Wall St. Rank hold OPFI as of Q1 2024.

  • AJOVista reported no remaining OppFi position as of Q1 2024 after selling out during the quarter.
  • AJOVista sold 11,920 OppFi shares in Q1 2024, an estimated $61K.
  • AJOVista first reported a position in OppFi in Q4 2023 and held it in 1 quarter.
  • AJOVista's OppFi position peaked at $61K in Q4 2023.
  • 69 funds tracked by Wall St. Rank held OppFi as of Q1 2024.

Based on AJOVista's 13F filing for Q1 2024, filed 10 May 2024.