Covestor’s Oportun Financial OPRT Stock Holding History

Covestor’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
2022 Q4	–	Sell	-587	Closed	-$3K	–	2443
2022 Q3	$3K	Buy	+587	New	+$4.17K	﹤0.01%	1632

Other funds holding OPRT

IVMX

Institutional Venture Management XIV Menlo Park, California $67.7M AUM 8.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

PWAM

Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

GCGM

General Catalyst Group Management Cambridge, Massachusetts $184M AUM 50.45% 1-Year Est. Return

Madrone Advisors Menlo Park, California $1.03B AUM 20.53% 1-Year Est. Return

EMG Holdings Old Greenwich, Connecticut $397M AUM 9.97% 1-Year Est. Return

Covestor's OPRT Position: Q4 2022 in Review

Covestor sold out of Oportun Financial (OPRT) in Q4 2022, closing a stake of 587 shares — an estimated $3K sold.

Covestor first reported a position in OPRT in Q3 2022 and held it in 1 quarter. The position peaked at $3K in Q3 2022. 120 funds tracked by Wall St. Rank hold OPRT as of Q4 2022.

Covestor reported no remaining Oportun Financial position as of Q4 2022 after selling out during the quarter.
Covestor sold 587 Oportun Financial shares in Q4 2022, an estimated $3K.
Covestor first reported a position in Oportun Financial in Q3 2022 and held it in 1 quarter.
Covestor's Oportun Financial position peaked at $3K in Q3 2022.
120 funds tracked by Wall St. Rank held Oportun Financial as of Q4 2022.

Based on Covestor's 13F filing for Q4 2022, filed 14 Feb 2023.