AAS
OPLN

Avantax Advisory Services’s Openlane OPLN Stock Holding History

Avantax Advisory Services’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
2021
Q1 		– Sell
-19,697
Closed -$363K – 1057
2020
Q4 		$363K Buy
+19,697
New +$340K 0.01% 657

Other funds holding OPLN

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
MAMU
Marathon Asset Management (UK) London, United Kingdom $2.61B AUM 27.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Avantax Advisory Services's OPLN Position: Q1 2021 in Review

Avantax Advisory Services sold out of Openlane (OPLN) in Q1 2021, closing a stake of 19,697 shares — an estimated $363K sold.

Avantax Advisory Services first reported a position in OPLN in Q4 2020 and held it in 1 quarter. The position peaked at $363K in Q4 2020. 265 funds tracked by Wall St. Rank hold OPLN as of Q1 2021.

  • Avantax Advisory Services reported no remaining Openlane position as of Q1 2021 after selling out during the quarter.
  • Avantax Advisory Services sold 19,697 Openlane shares in Q1 2021, an estimated $363K.
  • Avantax Advisory Services first reported a position in Openlane in Q4 2020 and held it in 1 quarter.
  • Avantax Advisory Services's Openlane position peaked at $363K in Q4 2020.
  • 265 funds tracked by Wall St. Rank held Openlane as of Q1 2021.

Based on Avantax Advisory Services's 13F filing for Q1 2021, filed 13 May 2021.