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Atria Investments’s Oportun Financial OPRT Stock Holding History

Atria Investments’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
-24,318
Closed -$257K – 695
2020
Q1 		$257K Buy
24,318
+1,320
+6% +$25.3K 0.02% 468
2019
Q4 		$547K Buy
+22,998
New +$424K 0.01% 753

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
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
BlackRock
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
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Atria Investments's OPRT Position: Q2 2020 in Review

Atria Investments sold out of Oportun Financial (OPRT) in Q2 2020, closing a stake of 24,318 shares — an estimated $257K sold.

Atria Investments first reported a position in OPRT in Q4 2019 and held it in 2 quarters. The position peaked at $547K in Q4 2019. 70 funds tracked by Wall St. Rank hold OPRT as of Q2 2020.

  • Atria Investments reported no remaining Oportun Financial position as of Q2 2020 after selling out during the quarter.
  • Atria Investments sold 24,318 Oportun Financial shares in Q2 2020, an estimated $257K.
  • Atria Investments first reported a position in Oportun Financial in Q4 2019 and held it in 2 quarters.
  • Atria Investments's Oportun Financial position peaked at $547K in Q4 2019.
  • 70 funds tracked by Wall St. Rank held Oportun Financial as of Q2 2020.

Based on Atria Investments's 13F filing for Q2 2020, filed 13 Aug 2020.