Avior Wealth Management’s OppFi OPFI Stock Holding History

Avior Wealth Management’s Portfolio OPFI Stock Details OPFI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-1	Closed	-$2	–	3257
2024 Q1	$2	Buy	+1	New	+$3	﹤0.01%	3825

Other funds holding OPFI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LB Partners Charlottesville, Virginia $147M AUM 29.28% 1-Year Est. Return

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

ECM

Elgethun Capital Management Sioux Falls, South Dakota $718M AUM 18.6% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Avior Wealth Management sold out of OppFi (OPFI) in Q2 2024, closing a stake of 1 share — an estimated $2 sold.

Avior Wealth Management first reported a position in OPFI in Q1 2024 and held it in 1 quarter. The position peaked at $2 in Q1 2024. 68 funds tracked by Wall St. Rank hold OPFI as of Q2 2024.

Avior Wealth Management reported no remaining OppFi position as of Q2 2024 after selling out during the quarter.
Avior Wealth Management sold 1 OppFi share in Q2 2024, an estimated $2.
Avior Wealth Management first reported a position in OppFi in Q1 2024 and held it in 1 quarter.
Avior Wealth Management's OppFi position peaked at $2 in Q1 2024.
68 funds tracked by Wall St. Rank held OppFi as of Q2 2024.

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