BFA
OPLN

Beaumont Financial Advisors’s Openlane OPLN Stock Holding History

Beaumont Financial Advisors’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
2019
Q2 		– Sell
-14,135
Closed -$275K – 252
2019
Q1 		$275K Hold
14,135
– – 0.03% 194
2018
Q4 		$255K Hold
14,135
– – 0.04% 172
2018
Q3 		$319K Buy
+14,135
New +$326K 0.03% 182

Other funds holding OPLN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return
GCM
Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

Beaumont Financial Advisors's OPLN Position: Q2 2019 in Review

Beaumont Financial Advisors sold out of Openlane (OPLN) in Q2 2019, closing a stake of 14,135 shares — an estimated $275K sold.

Beaumont Financial Advisors first reported a position in OPLN in Q3 2018 and held it in 3 quarters. The position peaked at $319K in Q3 2018. 348 funds tracked by Wall St. Rank hold OPLN as of Q2 2019.

  • Beaumont Financial Advisors reported no remaining Openlane position as of Q2 2019 after selling out during the quarter.
  • Beaumont Financial Advisors sold 14,135 Openlane shares in Q2 2019, an estimated $275K.
  • Beaumont Financial Advisors first reported a position in Openlane in Q3 2018 and held it in 3 quarters.
  • Beaumont Financial Advisors's Openlane position peaked at $319K in Q3 2018.
  • 348 funds tracked by Wall St. Rank held Openlane as of Q2 2019.

Based on Beaumont Financial Advisors's 13F filing for Q2 2019, filed 6 Aug 2019.