BAM
OPLN

Belpointe Asset Management’s Openlane OPLN Stock Holding History

Belpointe Asset 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
2023
Q2 		– Sell
-292
Closed -$4K – 2036
2023
Q1 		$4K Buy
292
+170
+139% +$2.36K ﹤0.01% 3095
2022
Q4 		$1.59K Buy
+122
New +$1.64K ﹤0.01% 3331

Other funds holding OPLN

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
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return
PIM
Paradice Investment Management Denver, Colorado $627M AUM 43.41% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return

Belpointe Asset Management's OPLN Position: Q2 2023 in Review

Belpointe Asset Management sold out of Openlane (OPLN) in Q2 2023, closing a stake of 292 shares — an estimated $4K sold.

Belpointe Asset Management first reported a position in OPLN in Q4 2022 and held it in 2 quarters. The position peaked at $4K in Q1 2023. 207 funds tracked by Wall St. Rank hold OPLN as of Q2 2023.

  • Belpointe Asset Management reported no remaining Openlane position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 292 Openlane shares in Q2 2023, an estimated $4K.
  • Belpointe Asset Management first reported a position in Openlane in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Openlane position peaked at $4K in Q1 2023.
  • 207 funds tracked by Wall St. Rank held Openlane as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.