CWS
OPLN

Confluence Wealth Services’s Openlane OPLN Stock Holding History

Confluence Wealth Services’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
2022
Q1 		– Sell
-764
Closed -$11K – 717
2021
Q4 		$11K Buy
+764
New +$11.7K ﹤0.01% 894

Other funds holding OPLN

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
MAMU
Marathon Asset Management (UK) London, United Kingdom $2.61B AUM 27.14% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return
PIM
Paradice Investment Management Denver, Colorado $627M AUM 43.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Confluence Wealth Services's OPLN Position: Q1 2022 in Review

Confluence Wealth Services sold out of Openlane (OPLN) in Q1 2022, closing a stake of 764 shares — an estimated $11K sold.

Confluence Wealth Services first reported a position in OPLN in Q4 2021 and held it in 1 quarter. The position peaked at $11K in Q4 2021. 232 funds tracked by Wall St. Rank hold OPLN as of Q1 2022.

  • Confluence Wealth Services reported no remaining Openlane position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 764 Openlane shares in Q1 2022, an estimated $11K.
  • Confluence Wealth Services first reported a position in Openlane in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's Openlane position peaked at $11K in Q4 2021.
  • 232 funds tracked by Wall St. Rank held Openlane as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.