BCA
OPLN

Berman Capital Advisors’s Openlane OPLN Stock Holding History

Berman Capital 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
2020
Q2 		– Sell
-184
Closed -$2K – 1710
2020
Q1 		$2K Buy
184
+36
+24% +$703 ﹤0.01% 1143
2019
Q4 		$3K Hold
148
– – ﹤0.01% 1107
2019
Q3 		$3K Hold
148
– – ﹤0.01% 1083
2019
Q2 		$3K Sell
148
-243
-62% -$5.24K ﹤0.01% 1096
2019
Q1 		$7K Sell
391
-137
-26% -$2.58K ﹤0.01% 772
2018
Q4 		$9K Buy
+528
New +$10.9K ﹤0.01% 528

Other funds holding OPLN

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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
GCM
Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Berman Capital Advisors's OPLN Position: Q2 2020 in Review

Berman Capital Advisors sold out of Openlane (OPLN) in Q2 2020, closing a stake of 184 shares — an estimated $2K sold.

Berman Capital Advisors first reported a position in OPLN in Q4 2018 and held it in 6 quarters. The position peaked at $9K in Q4 2018. 291 funds tracked by Wall St. Rank hold OPLN as of Q2 2020.

  • Berman Capital Advisors reported no remaining Openlane position as of Q2 2020 after selling out during the quarter.
  • Berman Capital Advisors sold 184 Openlane shares in Q2 2020, an estimated $2K.
  • Berman Capital Advisors first reported a position in Openlane in Q4 2018 and held it in 6 quarters.
  • Berman Capital Advisors's Openlane position peaked at $9K in Q4 2018.
  • 291 funds tracked by Wall St. Rank held Openlane as of Q2 2020.

Based on Berman Capital Advisors's 13F filing for Q2 2020, filed 6 Aug 2020.