AWE
OPLN

Avidian Wealth Enterprises’s Openlane OPLN Stock Holding History

Avidian Wealth Enterprises’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
2018
Q3 		– Sell
-30,552
Closed -$634K – 113
2018
Q2 		$634K Buy
+30,552
New +$623K 0.2% 46

Other funds holding OPLN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Avidian Wealth Enterprises's OPLN Position: Q3 2018 in Review

Avidian Wealth Enterprises sold out of Openlane (OPLN) in Q3 2018, closing a stake of 30,552 shares — an estimated $634K sold.

Avidian Wealth Enterprises first reported a position in OPLN in Q2 2018 and held it in 1 quarter. The position peaked at $634K in Q2 2018. 384 funds tracked by Wall St. Rank hold OPLN as of Q3 2018.

  • Avidian Wealth Enterprises reported no remaining Openlane position as of Q3 2018 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 30,552 Openlane shares in Q3 2018, an estimated $634K.
  • Avidian Wealth Enterprises first reported a position in Openlane in Q2 2018 and held it in 1 quarter.
  • Avidian Wealth Enterprises's Openlane position peaked at $634K in Q2 2018.
  • 384 funds tracked by Wall St. Rank held Openlane as of Q3 2018.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2018, filed 14 Nov 2018.