Capital Performance Advisors’s OppFi OPFI Stock Holding History

Capital Performance Advisors’s Portfolio OPFI Stock Details OPFI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-7	Closed	-$33	–	1891
2024 Q3	$33	Buy	+7	New	+$29	﹤0.01%	2832

Other funds holding OPFI

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

LB Partners Charlottesville, Virginia $112M AUM 11% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

ECM

Elgethun Capital Management Sioux Falls, South Dakota $605M AUM 12.89% 1-Year Est. Return

SBH

Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Capital Performance Advisors's OPFI Position: Q4 2024 in Review

Capital Performance Advisors sold out of OppFi (OPFI) in Q4 2024, closing a stake of 7 shares — an estimated $33 sold.

Capital Performance Advisors first reported a position in OPFI in Q3 2024 and held it in 1 quarter. The position peaked at $33 in Q3 2024. 108 funds tracked by Wall St. Rank hold OPFI as of Q4 2024.

Capital Performance Advisors reported no remaining OppFi position as of Q4 2024 after selling out during the quarter.
Capital Performance Advisors sold 7 OppFi shares in Q4 2024, an estimated $33.
Capital Performance Advisors first reported a position in OppFi in Q3 2024 and held it in 1 quarter.
Capital Performance Advisors's OppFi position peaked at $33 in Q3 2024.
108 funds tracked by Wall St. Rank held OppFi as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.