Arden Trust’s Oportun Financial OPRT Stock Holding History

Arden Trust’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
2020 Q2	–	Sell	-24	Closed	–	–	627
2020 Q1	$0	Buy	+24	New	+$461	﹤0.01%	786

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 Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

GCM

Glynn Capital Management Menlo Park, California $209M AUM 31.14% 1-Year Est. Return

ACM

Ashford Capital Management Wilmington, Delaware $809M AUM 35.1% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Arden Trust's OPRT Position: Q2 2020 in Review

Arden Trust sold out of Oportun Financial (OPRT) in Q2 2020, closing a stake of 24 shares.

Arden Trust first reported a position in OPRT in Q1 2020 and held it in 1 quarter. The position peaked at $0 in Q1 2020. 70 funds tracked by Wall St. Rank hold OPRT as of Q2 2020.

Arden Trust reported no remaining Oportun Financial position as of Q2 2020 after selling out during the quarter.
Arden Trust sold 24 Oportun Financial shares in Q2 2020.
Arden Trust first reported a position in Oportun Financial in Q1 2020 and held it in 1 quarter.
Arden Trust's Oportun Financial position peaked at $0 in Q1 2020.
70 funds tracked by Wall St. Rank held Oportun Financial as of Q2 2020.

Based on Arden Trust's 13F filing for Q2 2020, filed 9 Jul 2020.