Atlas Private Wealth Advisors’s Oportun Financial OPRT Stock Holding History

Atlas Private Wealth Advisors’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
2021 Q4	–	Sell	-400	Closed	-$10K	–	530
2021 Q3	$10K	Hold	400	–	–	0.01%	468
2021 Q2	$8K	Hold	400	–	–	﹤0.01%	509
2021 Q1	$8K	Hold	400	–	–	﹤0.01%	528
2020 Q4	$8K	Hold	400	–	–	0.01%	453
2020 Q3	$5K	Hold	400	–	–	﹤0.01%	481
2020 Q2	$5K	Buy	+400	New	+$3.72K	﹤0.01%	508

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

ACM

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

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

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

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

GCM

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

RCGI

Ribbit Capital GP III Palo Alto, California $211M AUM 51.22% 1-Year Est. Return

Atlas Private Wealth Advisors's OPRT Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of Oportun Financial (OPRT) in Q4 2021, closing a stake of 400 shares — an estimated $10K sold.

Atlas Private Wealth Advisors first reported a position in OPRT in Q2 2020 and held it in 6 quarters. The position peaked at $10K in Q3 2021. 98 funds tracked by Wall St. Rank hold OPRT as of Q4 2021.

Atlas Private Wealth Advisors reported no remaining Oportun Financial position as of Q4 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 400 Oportun Financial shares in Q4 2021, an estimated $10K.
Atlas Private Wealth Advisors first reported a position in Oportun Financial in Q2 2020 and held it in 6 quarters.
Atlas Private Wealth Advisors's Oportun Financial position peaked at $10K in Q3 2021.
98 funds tracked by Wall St. Rank held Oportun Financial as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.