CPA
OPLN

Capital Performance Advisors’s Openlane OPLN Stock Holding History

Capital Performance 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
2024
Q4 		– Sell
-177
Closed -$2.99K – 1452
2024
Q3 		$2.99K Buy
+177
New +$3.03K ﹤0.01% 1359

Other funds holding OPLN

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
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
State Street
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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
SM
Sunriver Management Greenwich, Connecticut $591M AUM 2.74% 1-Year Est. Return

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

Capital Performance Advisors sold out of Openlane (OPLN) in Q4 2024, closing a stake of 177 shares — an estimated $2.99K sold.

Capital Performance Advisors first reported a position in OPLN in Q3 2024 and held it in 1 quarter. The position peaked at $2.99K in Q3 2024. 248 funds tracked by Wall St. Rank hold OPLN as of Q4 2024.

  • Capital Performance Advisors reported no remaining Openlane position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 177 Openlane shares in Q4 2024, an estimated $2.99K.
  • Capital Performance Advisors first reported a position in Openlane in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Openlane position peaked at $2.99K in Q3 2024.
  • 248 funds tracked by Wall St. Rank held Openlane as of Q4 2024.

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