BCA
OPRT icon

Berman Capital Advisors’s Oportun Financial OPRT Stock Holding History

Berman Capital Advisors’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
2021
Q3 		$4K Hold
196
– – ﹤0.01% 1499
2021
Q2 		$3K Hold
196
– – ﹤0.01% 1505
2021
Q1 		$4K Hold
196
– – ﹤0.01% 1351
2020
Q4 		$3K Hold
196
– – ﹤0.01% 1320
2020
Q3 		$2K Hold
196
– – ﹤0.01% 1321
2020
Q2 		$2K Buy
+196
New +$1.82K ﹤0.01% 1301

Other funds holding OPRT

IVMX
Institutional Venture Management XIV Menlo Park, California $67.7M AUM 8.12% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ACM
Ashford Capital Management Wilmington, Delaware $809M AUM 35.1% 1-Year Est. Return
GCM
Glynn Capital Management Menlo Park, California $209M AUM 31.14% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Berman Capital Advisors's OPRT Position: Q3 2021 in Review

Berman Capital Advisors held its Oportun Financial (OPRT) position steady in Q3 2021 at 196 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #1499.

Berman Capital Advisors first reported a position in OPRT in Q2 2020 and has held it in 6 quarters since. 79 funds tracked by Wall St. Rank hold OPRT as of Q3 2021.

  • Berman Capital Advisors held 196 shares of Oportun Financial worth $4K as of Q3 2021.
  • Berman Capital Advisors left its Oportun Financial share count unchanged in Q3 2021.
  • Oportun Financial made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1499 holding.
  • Berman Capital Advisors first reported a position in Oportun Financial in Q2 2020 and has held it in 6 quarters since.
  • 79 funds tracked by Wall St. Rank held Oportun Financial as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.