CSIA
LPRO

Carl Stuart Investment Advisor’s Open Lending Corp LPRO Stock Holding History

Carl Stuart Investment Advisor’s Portfolio LPRO Stock Details LPRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-2,940
Closed -$556K – 64
2022
Q1 		$556K Buy
+2,940
New +$56.4K 0.04% 63

Other funds holding LPRO

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BI
Bregal Investments New York $60.8M AUM 77.71% 1-Year Est. Return
BNAGPJ
Bregal North America General Partner Jersey St. Helier, Jersey $55.4M AUM 8.96% 1-Year Est. Return
BSI
Bregal Sagemount I St. Helier, Jersey $55.4M AUM 8.96% 1-Year Est. Return
TWCM
True Wind Capital Management San Francisco, California $226M AUM 2.79% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
SDJVC
St. Denis J. Villere & Co New Orleans, Louisiana $907M AUM 10.61% 1-Year Est. Return

Carl Stuart Investment Advisor's LPRO Position: Q2 2022 in Review

Carl Stuart Investment Advisor sold out of Open Lending Corp (LPRO) in Q2 2022, closing a stake of 2,940 shares — an estimated $556K sold.

Carl Stuart Investment Advisor first reported a position in LPRO in Q1 2022 and held it in 1 quarter. The position peaked at $556K in Q1 2022. 197 funds tracked by Wall St. Rank hold LPRO as of Q2 2022.

  • Carl Stuart Investment Advisor reported no remaining Open Lending Corp position as of Q2 2022 after selling out during the quarter.
  • Carl Stuart Investment Advisor sold 2,940 Open Lending Corp shares in Q2 2022, an estimated $556K.
  • Carl Stuart Investment Advisor first reported a position in Open Lending Corp in Q1 2022 and held it in 1 quarter.
  • Carl Stuart Investment Advisor's Open Lending Corp position peaked at $556K in Q1 2022.
  • 197 funds tracked by Wall St. Rank held Open Lending Corp as of Q2 2022.

Based on Carl Stuart Investment Advisor's 13F filing for Q2 2022, filed 11 Aug 2022.