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Concourse Financial Group Securities’s OppFi OPFI Stock Holding History

Concourse Financial Group Securities’s Portfolio OPFI Stock Details OPFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-362
Closed -$1.23K – 2348
2023
Q4 		$1.85K Buy
+362
New +$1.15K ﹤0.01% 2029

Other funds holding OPFI

LP
LB Partners Charlottesville, Virginia $147M AUM 29.28% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ECM
Elgethun Capital Management Sioux Falls, South Dakota $718M AUM 18.6% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Concourse Financial Group Securities's OPFI Position: Q1 2024 in Review

Concourse Financial Group Securities sold out of OppFi (OPFI) in Q1 2024, closing a stake of 362 shares — an estimated $1.23K sold.

Concourse Financial Group Securities first reported a position in OPFI in Q4 2023 and held it in 1 quarter. The position peaked at $1.85K in Q4 2023. 69 funds tracked by Wall St. Rank hold OPFI as of Q1 2024.

  • Concourse Financial Group Securities reported no remaining OppFi position as of Q1 2024 after selling out during the quarter.
  • Concourse Financial Group Securities sold 362 OppFi shares in Q1 2024, an estimated $1.23K.
  • Concourse Financial Group Securities first reported a position in OppFi in Q4 2023 and held it in 1 quarter.
  • Concourse Financial Group Securities's OppFi position peaked at $1.85K in Q4 2023.
  • 69 funds tracked by Wall St. Rank held OppFi as of Q1 2024.

Based on Concourse Financial Group Securities's 13F filing for Q1 2024, filed 1 May 2024.