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Baker Tilly Wealth Management’s Oportun Financial OPRT Stock Holding History

Baker Tilly Wealth Management’s Portfolio OPRT Stock Details OPRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-12,270
Closed -$67.6K – 566
2022
Q4 		$67.6K Buy
+12,270
New +$64.2K 0.01% 525
2022
Q3 		– Sell
-11,982
Closed -$99K – 528
2022
Q2 		$99K Sell
11,982
-327
-3% -$3.77K 0.01% 482
2022
Q1 		$177K Buy
12,309
+1,905
+18% +$31.8K 0.02% 504
2021
Q4 		$211K Buy
10,404
+718
+7% +$16.8K 0.02% 498
2021
Q3 		$242K Buy
+9,686
New +$223K 0.03% 450

Other funds holding OPRT

IVMX
Institutional Venture Management XIV Menlo Park, California $67.7M AUM 8.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EH
EMG Holdings Old Greenwich, Connecticut $397M AUM 9.97% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PWAM
Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return
MA
Madrone Advisors Menlo Park, California $1.03B AUM 20.53% 1-Year Est. Return
LFCM
Long Focus Capital Management San Juan, Puerto Rico $3.8B AUM 7.31% 1-Year Est. Return
GCM
Glynn Capital Management Menlo Park, California $209M AUM 31.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Baker Tilly Wealth Management's OPRT Position: Q1 2023 in Review

Baker Tilly Wealth Management sold out of Oportun Financial (OPRT) in Q1 2023, closing a stake of 12,270 shares — an estimated $67.6K sold.

Baker Tilly Wealth Management first reported a position in OPRT in Q3 2021 and held it in 5 quarters. The position peaked at $242K in Q3 2021. 97 funds tracked by Wall St. Rank hold OPRT as of Q1 2023.

  • Baker Tilly Wealth Management reported no remaining Oportun Financial position as of Q1 2023 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 12,270 Oportun Financial shares in Q1 2023, an estimated $67.6K.
  • Baker Tilly Wealth Management first reported a position in Oportun Financial in Q3 2021 and held it in 5 quarters.
  • Baker Tilly Wealth Management's Oportun Financial position peaked at $242K in Q3 2021.
  • 97 funds tracked by Wall St. Rank held Oportun Financial as of Q1 2023.

Based on Baker Tilly Wealth Management's 13F filing for Q1 2023, filed 12 Apr 2023.