BPA
LPRO

Beacon Pointe Advisors’s Open Lending Corp LPRO Stock Holding History

Beacon Pointe Advisors’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
2023
Q2 		– Sell
-16,211
Closed -$114K – 1149
2023
Q1 		$114K Buy
+16,211
New +$126K ﹤0.01% 1099

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
BNAGPJ
Bregal North America General Partner Jersey St. Helier, Jersey $55.4M AUM 8.96% 1-Year Est. Return
BSI
Bregal Sagemount I St. Helier, Jersey $55.4M AUM 8.96% 1-Year Est. Return
BSM
Bregal Sagemount Management New York $55.4M AUM 8.96% 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
WCAU
Working Capital Advisors (UK) London, United Kingdom $59.1M AUM 3.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Beacon Pointe Advisors's LPRO Position: Q2 2023 in Review

Beacon Pointe Advisors sold out of Open Lending Corp (LPRO) in Q2 2023, closing a stake of 16,211 shares — an estimated $114K sold.

Beacon Pointe Advisors first reported a position in LPRO in Q1 2023 and held it in 1 quarter. The position peaked at $114K in Q1 2023. 166 funds tracked by Wall St. Rank hold LPRO as of Q2 2023.

  • Beacon Pointe Advisors reported no remaining Open Lending Corp position as of Q2 2023 after selling out during the quarter.
  • Beacon Pointe Advisors sold 16,211 Open Lending Corp shares in Q2 2023, an estimated $114K.
  • Beacon Pointe Advisors first reported a position in Open Lending Corp in Q1 2023 and held it in 1 quarter.
  • Beacon Pointe Advisors's Open Lending Corp position peaked at $114K in Q1 2023.
  • 166 funds tracked by Wall St. Rank held Open Lending Corp as of Q2 2023.

Based on Beacon Pointe Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.