BerganKDV Wealth Management’s Openlane OPLN Stock Holding History

BerganKDV Wealth 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
2022 Q4	–	Sell	-221	Closed	-$2K	–	1075
2022 Q3	$2K	Hold	221	–	–	﹤0.01%	815
2022 Q2	$3K	Hold	221	–	–	﹤0.01%	776
2022 Q1	$4K	Hold	221	–	–	﹤0.01%	760
2021 Q4	$3K	Hold	221	–	–	﹤0.01%	864
2021 Q3	$4K	Hold	221	–	–	﹤0.01%	781
2021 Q2	$4K	Hold	221	–	–	﹤0.01%	732
2021 Q1	$3K	Hold	221	–	–	﹤0.01%	737
2020 Q4	$4K	Hold	221	–	–	﹤0.01%	696
2020 Q3	$3K	Hold	221	–	–	﹤0.01%	646
2020 Q2	$3K	Sell	221 -74	-25%	-$1.02K	﹤0.01%	703
2020 Q1	$4K	Hold	295	–	–	﹤0.01%	618
2019 Q4	$6K	Buy	295 +9	+3%	+$205	﹤0.01%	595
2019 Q3	$7K	Hold	286	–	–	﹤0.01%	530
2019 Q2	$7K	Sell	286 -470	-62%	-$10.1K	﹤0.01%	555
2019 Q1	$15K	Hold	756	–	–	﹤0.01%	470
2018 Q4	$14K	Hold	756	–	–	﹤0.01%	430
2018 Q3	$17K	Hold	756	–	–	﹤0.01%	431
2018 Q2	$16K	Buy	+756	New	+$15.4K	﹤0.01%	444

Other funds holding OPLN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

SCM

Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return

CCMLC

Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

PIM

Paradice Investment Management Denver, Colorado $532M AUM 29.6% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

HRCM

Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

BerganKDV Wealth Management's OPLN Position: Q4 2022 in Review

BerganKDV Wealth Management sold out of Openlane (OPLN) in Q4 2022, closing a stake of 221 shares — an estimated $2K sold.

BerganKDV Wealth Management first reported a position in OPLN in Q2 2018 and held it in 18 quarters. The position peaked at $17K in Q3 2018. 214 funds tracked by Wall St. Rank hold OPLN as of Q4 2022.

BerganKDV Wealth Management reported no remaining Openlane position as of Q4 2022 after selling out during the quarter.
BerganKDV Wealth Management sold 221 Openlane shares in Q4 2022, an estimated $2K.
BerganKDV Wealth Management first reported a position in Openlane in Q2 2018 and held it in 18 quarters.
BerganKDV Wealth Management's Openlane position peaked at $17K in Q3 2018.
214 funds tracked by Wall St. Rank held Openlane as of Q4 2022.

Based on BerganKDV Wealth Management's 13F filing for Q4 2022, filed 31 Jan 2023.