ACA
OPLN

Aptus Capital Advisors’s Openlane OPLN Stock Holding History

Aptus Capital Advisors’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
2020
Q1 		– Sell
-12,087
Closed -$263K – 472
2019
Q4 		$263K Buy
12,087
+1,989
+20% +$45.4K 0.02% 321
2019
Q3 		$248K Sell
10,098
-2,601
-20% -$66.6K 0.01% 338
2019
Q2 		$317K Sell
12,699
-15,597
-55% -$336K 0.04% 280
2019
Q1 		$549K Buy
28,296
+12,127
+75% +$229K 0.09% 150
2018
Q4 		$292K Buy
+16,169
New +$335K 0.08% 90

Other funds holding OPLN

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
GCM
Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Aptus Capital Advisors's OPLN Position: Q1 2020 in Review

Aptus Capital Advisors sold out of Openlane (OPLN) in Q1 2020, closing a stake of 12,087 shares — an estimated $263K sold.

Aptus Capital Advisors first reported a position in OPLN in Q4 2018 and held it in 5 quarters. The position peaked at $549K in Q1 2019. 304 funds tracked by Wall St. Rank hold OPLN as of Q1 2020.

  • Aptus Capital Advisors reported no remaining Openlane position as of Q1 2020 after selling out during the quarter.
  • Aptus Capital Advisors sold 12,087 Openlane shares in Q1 2020, an estimated $263K.
  • Aptus Capital Advisors first reported a position in Openlane in Q4 2018 and held it in 5 quarters.
  • Aptus Capital Advisors's Openlane position peaked at $549K in Q1 2019.
  • 304 funds tracked by Wall St. Rank held Openlane as of Q1 2020.

Based on Aptus Capital Advisors's 13F filing for Q1 2020, filed 7 May 2020.