CWA
OPLN

Carolina Wealth Advisors’s Openlane OPLN Stock Holding History

Carolina Wealth 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
2025
Q3 		– Sell
-838
Closed -$20.5K – 267
2025
Q2 		$20.5K Sell
838
-16,212
-95% -$342K 0.01% 119
2025
Q1 		$329K Sell
17,050
-24,862
-59% -$513K 0.18% 51
2024
Q4 		$832K Buy
41,912
+1,477
+4% +$27.2K 0.45% 30
2024
Q3 		$683K Sell
40,435
-3,829
-9% -$65.6K 0.35% 38
2024
Q2 		$734K Buy
44,264
+4,202
+10% +$72.1K 0.36% 37
2024
Q1 		$693K Sell
40,062
-108
-0.3% -$1.62K 0.38% 37
2023
Q4 		$595K Sell
40,170
-690
-2% -$10K 0.31% 47
2023
Q3 		$610K Buy
+40,860
New +$629K 0.34% 35

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Carolina Wealth Advisors's OPLN Position: Q3 2025 in Review

Carolina Wealth Advisors sold out of Openlane (OPLN) in Q3 2025, closing a stake of 838 shares — an estimated $20.5K sold.

Carolina Wealth Advisors first reported a position in OPLN in Q3 2023 and held it in 8 quarters. The position peaked at $832K in Q4 2024. 291 funds tracked by Wall St. Rank hold OPLN as of Q3 2025.

  • Carolina Wealth Advisors reported no remaining Openlane position as of Q3 2025 after selling out during the quarter.
  • Carolina Wealth Advisors sold 838 Openlane shares in Q3 2025, an estimated $20.5K.
  • Carolina Wealth Advisors first reported a position in Openlane in Q3 2023 and held it in 8 quarters.
  • Carolina Wealth Advisors's Openlane position peaked at $832K in Q4 2024.
  • 291 funds tracked by Wall St. Rank held Openlane as of Q3 2025.

Based on Carolina Wealth Advisors's 13F filing for Q3 2025, filed 7 Oct 2025.