AWM
LPRO

Avior Wealth Management’s Open Lending Corp LPRO Stock Holding History

Avior Wealth Management’s Portfolio LPRO Stock Details LPRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-20
Closed -$125 – 3079
2024
Q1 		$125 Buy
+20
New +$148 ﹤0.01% 3088
2021
Q1 		– Sell
-11,383
Closed -$397K – 1090
2020
Q4 		$397K Sell
11,383
-3,197
-22% -$92.9K 0.05% 310
2020
Q3 		$371K Buy
+14,580
New +$284K 0.05% 295

Other funds holding LPRO

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WCAU
Working Capital Advisors (UK) London, United Kingdom $59.1M AUM 3.38% 1-Year Est. Return
TWCM
True Wind Capital Management San Francisco, California $226M AUM 2.79% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CC
Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Avior Wealth Management's LPRO Position: Q2 2024 in Review

Avior Wealth Management sold out of Open Lending Corp (LPRO) in Q2 2024, closing a stake of 20 shares — an estimated $125 sold.

Avior Wealth Management first reported a position in LPRO in Q3 2020 and held it in 3 quarters. The position peaked at $397K in Q4 2020. 136 funds tracked by Wall St. Rank hold LPRO as of Q2 2024.

  • Avior Wealth Management reported no remaining Open Lending Corp position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 20 Open Lending Corp shares in Q2 2024, an estimated $125.
  • Avior Wealth Management first reported a position in Open Lending Corp in Q3 2020 and held it in 3 quarters.
  • Avior Wealth Management's Open Lending Corp position peaked at $397K in Q4 2020.
  • 136 funds tracked by Wall St. Rank held Open Lending Corp as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.