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Benjamin F. Edwards & Company’s Oportun Financial OPRT Stock Holding History

Benjamin F. Edwards & Company’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
2022
Q2 		– Sell
-22
Closed – – 1872
2022
Q1 		$0 Buy
+22
New +$367 ﹤0.01% 1810
2020
Q2 		– Sell
-1,211
Closed -$13K – 1761
2020
Q1 		$13K Buy
+1,211
New +$23.2K ﹤0.01% 1191

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACM
Ashford Capital Management Wilmington, Delaware $809M AUM 35.1% 1-Year Est. Return
GCGM
General Catalyst Group Management Cambridge, Massachusetts $184M AUM 50.45% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
GCM
Glynn Capital Management Menlo Park, California $209M AUM 31.14% 1-Year Est. Return

Benjamin F. Edwards & Company's OPRT Position: Q2 2022 in Review

Benjamin F. Edwards & Company sold out of Oportun Financial (OPRT) in Q2 2022, closing a stake of 22 shares.

Benjamin F. Edwards & Company first reported a position in OPRT in Q1 2020 and held it in 2 quarters. The position peaked at $13K in Q1 2020. 118 funds tracked by Wall St. Rank hold OPRT as of Q2 2022.

  • Benjamin F. Edwards & Company reported no remaining Oportun Financial position as of Q2 2022 after selling out during the quarter.
  • Benjamin F. Edwards & Company sold 22 Oportun Financial shares in Q2 2022.
  • Benjamin F. Edwards & Company first reported a position in Oportun Financial in Q1 2020 and held it in 2 quarters.
  • Benjamin F. Edwards & Company's Oportun Financial position peaked at $13K in Q1 2020.
  • 118 funds tracked by Wall St. Rank held Oportun Financial as of Q2 2022.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2022, filed 12 Aug 2022.