AWM
OPLN

Avior Wealth Management’s Openlane OPLN Stock Holding History

Avior Wealth Management’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
2024
Q2 		– Sell
-22
Closed -$380 – 3018
2024
Q1 		$380 Buy
+22
New +$330 ﹤0.01% 2649
2018
Q4 		– Sell
-164
Closed -$4K – 735
2018
Q3 		$4K Hold
164
– – ﹤0.01% 644
2018
Q2 		$3K Sell
164
-264
-62% -$5.38K ﹤0.01% 695
2018
Q1 		$9K Sell
428
-174
-29% -$3.51K ﹤0.01% 591
2017
Q4 		$12K Buy
602
+163
+37% +$3.02K ﹤0.01% 582
2017
Q3 		$8K Buy
439
+175
+66% +$2.89K ﹤0.01% 352
2017
Q2 		$4K Hold
264
– – ﹤0.01% 378
2017
Q1 		$4K Sell
264
-238
-47% -$4.06K ﹤0.01% 420
2016
Q4 		$8K Buy
502
+238
+90% +$3.8K ﹤0.01% 354
2016
Q3 		$4K Buy
+264
New +$4.21K ﹤0.01% 392

Other funds holding OPLN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
SM
Sunriver Management Greenwich, Connecticut $591M AUM 2.74% 1-Year Est. Return

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

Avior Wealth Management sold out of Openlane (OPLN) in Q2 2024, closing a stake of 22 shares — an estimated $380 sold.

Avior Wealth Management first reported a position in OPLN in Q3 2016 and held it in 10 quarters. The position peaked at $12K in Q4 2017. 224 funds tracked by Wall St. Rank hold OPLN as of Q2 2024.

  • Avior Wealth Management reported no remaining Openlane position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 22 Openlane shares in Q2 2024, an estimated $380.
  • Avior Wealth Management first reported a position in Openlane in Q3 2016 and held it in 10 quarters.
  • Avior Wealth Management's Openlane position peaked at $12K in Q4 2017.
  • 224 funds tracked by Wall St. Rank held Openlane as of Q2 2024.

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