CWP
LPRO

CFM Wealth Partners’s Open Lending Corp LPRO Stock Holding History

CFM Wealth Partners’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
2020
Q3 		– Sell
-5,000
Closed -$75K – 336
2020
Q2 		$75K Buy
+5,000
New +$56.7K 0.03% 233

Other funds holding LPRO

WA
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
PCM
Parsifal Capital Management Greenwich, Connecticut $775M AUM 28.52% 1-Year Est. Return
CPM
Crescent Park Management East Palo Alto, California $29M AUM 1.79% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
DCP
Diameter Capital Partners New York $522M AUM 152.29% 1-Year Est. Return