CWP
OPLN

CFM Wealth Partners’s Openlane OPLN Stock Holding History

CFM Wealth Partners’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
2020
Q3 		– Sell
-31
Closed – – 322
2020
Q2 		$0 Sell
31
-1,626
-98% -$22.3K ﹤0.01% 529
2020
Q1 		$20K Hold
1,657
– – 0.01% 367
2019
Q4 		$37K Buy
+1,657
New +$37.8K 0.01% 304

Other funds holding OPLN

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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
GCM
Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MCM
Melvin Capital Management New York $9.86B AUM 16.31% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

CFM Wealth Partners's OPLN Position: Q3 2020 in Review

CFM Wealth Partners sold out of Openlane (OPLN) in Q3 2020, closing a stake of 31 shares.

CFM Wealth Partners first reported a position in OPLN in Q4 2019 and held it in 3 quarters. The position peaked at $37K in Q4 2019. 295 funds tracked by Wall St. Rank hold OPLN as of Q3 2020.

  • CFM Wealth Partners reported no remaining Openlane position as of Q3 2020 after selling out during the quarter.
  • CFM Wealth Partners sold 31 Openlane shares in Q3 2020.
  • CFM Wealth Partners first reported a position in Openlane in Q4 2019 and held it in 3 quarters.
  • CFM Wealth Partners's Openlane position peaked at $37K in Q4 2019.
  • 295 funds tracked by Wall St. Rank held Openlane as of Q3 2020.

Based on CFM Wealth Partners's 13F filing for Q3 2020, filed 10 Nov 2020.