Arete Wealth Advisors’s OppFi OPFI Stock Holding History

Arete Wealth Advisors’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
2023 Q2	–	Sell	-15,000	Closed	-$20K	–	725
2023 Q1	$20K	Sell	15,000 -285,000	-95%	-$599K	﹤0.01%	635
2022 Q4	$42.3M	Buy	+300,000	New	+$676K	﹤0.01%	604

Other funds holding OPFI

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

ECM

Elgethun Capital Management Sioux Falls, South Dakota $605M AUM 12.89% 1-Year Est. Return

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

Family Management New York $834M AUM 20.83% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Arete Wealth Advisors's OPFI Position: Q2 2023 in Review

Arete Wealth Advisors sold out of OppFi (OPFI) in Q2 2023, closing a stake of 15,000 shares — an estimated $20K sold.

Arete Wealth Advisors first reported a position in OPFI in Q4 2022 and held it in 2 quarters. The position peaked at $42.3M in Q4 2022. 50 funds tracked by Wall St. Rank hold OPFI as of Q2 2023.

Arete Wealth Advisors reported no remaining OppFi position as of Q2 2023 after selling out during the quarter.
Arete Wealth Advisors sold 15,000 OppFi shares in Q2 2023, an estimated $20K.
Arete Wealth Advisors first reported a position in OppFi in Q4 2022 and held it in 2 quarters.
Arete Wealth Advisors's OppFi position peaked at $42.3M in Q4 2022.
50 funds tracked by Wall St. Rank held OppFi as of Q2 2023.

Based on Arete Wealth Advisors's 13F filing for Q2 2023, filed 9 Aug 2023.