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Concord Wealth Partners’s Oportun Financial OPRT Stock Holding History

Concord Wealth Partners’s Portfolio OPRT Stock Details OPRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-66
Closed -$2K – 1330
2021
Q3 		$2K Buy
+66
New +$1.52K ﹤0.01% 771

Other funds holding OPRT

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Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
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
ACM
Ashford Capital Management Wilmington, Delaware $809M AUM 35.1% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
GCM
Glynn Capital Management Menlo Park, California $209M AUM 31.14% 1-Year Est. Return
RCGI
Ribbit Capital GP III Palo Alto, California $211M AUM 51.22% 1-Year Est. Return

Concord Wealth Partners's OPRT Position: Q4 2021 in Review

Concord Wealth Partners sold out of Oportun Financial (OPRT) in Q4 2021, closing a stake of 66 shares — an estimated $2K sold.

Concord Wealth Partners first reported a position in OPRT in Q3 2021 and held it in 1 quarter. The position peaked at $2K in Q3 2021. 98 funds tracked by Wall St. Rank hold OPRT as of Q4 2021.

  • Concord Wealth Partners reported no remaining Oportun Financial position as of Q4 2021 after selling out during the quarter.
  • Concord Wealth Partners sold 66 Oportun Financial shares in Q4 2021, an estimated $2K.
  • Concord Wealth Partners first reported a position in Oportun Financial in Q3 2021 and held it in 1 quarter.
  • Concord Wealth Partners's Oportun Financial position peaked at $2K in Q3 2021.
  • 98 funds tracked by Wall St. Rank held Oportun Financial as of Q4 2021.

Based on Concord Wealth Partners's 13F filing for Q4 2021, filed 21 Jan 2022.