CSWM
OPLN

Cassady Schiller Wealth Management’s Openlane OPLN Stock Holding History

Cassady Schiller Wealth Management’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 		$377 Buy
+19
New +$350 ﹤0.01% 1021

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

Cassady Schiller Wealth Management's OPLN Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Openlane (OPLN) in Q4 2024: 19 shares worth $377. The stake represents ﹤0.01% of the portfolio and ranks #1021 among its holdings.

247 funds tracked by Wall St. Rank hold OPLN as of Q4 2024.

  • Cassady Schiller Wealth Management held 19 shares of Openlane worth $377 as of Q4 2024.
  • Openlane was a new Cassady Schiller Wealth Management position in Q4 2024.
  • Openlane made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #1021 holding.
  • 247 funds tracked by Wall St. Rank held Openlane as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.