AWM
OPLN

Avitas Wealth Management’s Openlane OPLN Stock Holding History

Avitas 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
2020
Q4 		– Sell
-30,783
Closed -$443K – 217
2020
Q3 		$443K Buy
30,783
+12,304
+67% +$192K 0.12% 153
2020
Q2 		$254K Buy
+18,479
New +$254K 0.08% 158

Other funds holding OPLN

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MAMU
Marathon Asset Management (UK) London, United Kingdom $2.61B AUM 27.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Avitas Wealth Management's OPLN Position: Q4 2020 in Review

Avitas Wealth Management sold out of Openlane (OPLN) in Q4 2020, closing a stake of 30,783 shares — an estimated $443K sold.

Avitas Wealth Management first reported a position in OPLN in Q2 2020 and held it in 2 quarters. The position peaked at $443K in Q3 2020. 281 funds tracked by Wall St. Rank hold OPLN as of Q4 2020.

  • Avitas Wealth Management reported no remaining Openlane position as of Q4 2020 after selling out during the quarter.
  • Avitas Wealth Management sold 30,783 Openlane shares in Q4 2020, an estimated $443K.
  • Avitas Wealth Management first reported a position in Openlane in Q2 2020 and held it in 2 quarters.
  • Avitas Wealth Management's Openlane position peaked at $443K in Q3 2020.
  • 281 funds tracked by Wall St. Rank held Openlane as of Q4 2020.

Based on Avitas Wealth Management's 13F filing for Q4 2020, filed 26 Feb 2021.