Credit Suisse’s OppFi OPFI Stock Holding History

Credit Suisse’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
2023 Q1	–	Sell	-1	Closed	-$2	–	3586
2022 Q4	$2	Sell	1 -75	-99%	-$169	﹤0.01%	3896
2022 Q3	$0	Buy	76 +11	+17%	+$31	﹤0.01%	4206
2022 Q2	$0	Buy	+65	New	+$209	﹤0.01%	4194

Other funds holding OPFI

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

ECM

Elgethun Capital Management Sioux Falls, South Dakota $605M AUM 12.89% 1-Year Est. Return

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

Family Management New York $834M AUM 20.83% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

PSC

Piper Sandler & Co Minneapolis, Minnesota $102M AUM 0.13% 1-Year Est. Return

Credit Suisse's OPFI Position: Q1 2023 in Review

Credit Suisse sold out of OppFi (OPFI) in Q1 2023, closing a stake of 1 share — an estimated $2 sold.

Credit Suisse first reported a position in OPFI in Q2 2022 and held it in 3 quarters. The position peaked at $2 in Q4 2022. 50 funds tracked by Wall St. Rank hold OPFI as of Q1 2023.

Credit Suisse reported no remaining OppFi position as of Q1 2023 after selling out during the quarter.
Credit Suisse sold 1 OppFi share in Q1 2023, an estimated $2.
Credit Suisse first reported a position in OppFi in Q2 2022 and held it in 3 quarters.
Credit Suisse's OppFi position peaked at $2 in Q4 2022.
50 funds tracked by Wall St. Rank held OppFi as of Q1 2023.

Based on Credit Suisse's 13F filing for Q1 2023, filed 10 May 2023.