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Credit Suisse’s Oportun Financial OPRT Stock Holding History

Credit Suisse’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
2023
Q1 		– Sell
-1
Closed -$6 – 3588
2022
Q4 		$6 Sell
1
-14,692
-100% -$76.8K ﹤0.01% 3799
2022
Q3 		$64K Buy
14,693
+137
+0.9% +$974 ﹤0.01% 3507
2022
Q2 		$121K Buy
14,556
+2,525
+21% +$29.1K ﹤0.01% 3499
2022
Q1 		$173K Sell
12,031
-572
-5% -$9.54K ﹤0.01% 3403
2021
Q4 		$254K Buy
+12,603
New +$295K ﹤0.01% 4188

Other funds holding OPRT

IVMX
Institutional Venture Management XIV Menlo Park, California $67.7M AUM 8.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EH
EMG Holdings Old Greenwich, Connecticut $397M AUM 9.97% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Vanguard Group
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
MA
Madrone Advisors Menlo Park, California $1.03B AUM 20.53% 1-Year Est. Return
LFCM
Long Focus Capital Management San Juan, Puerto Rico $3.8B AUM 7.31% 1-Year Est. Return
GCM
Glynn Capital Management Menlo Park, California $209M AUM 31.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Credit Suisse's OPRT Position: Q1 2023 in Review

Credit Suisse sold out of Oportun Financial (OPRT) in Q1 2023, closing a stake of 1 share — an estimated $6 sold.

Credit Suisse first reported a position in OPRT in Q4 2021 and held it in 5 quarters. The position peaked at $254K in Q4 2021. 97 funds tracked by Wall St. Rank hold OPRT as of Q1 2023.

  • Credit Suisse reported no remaining Oportun Financial position as of Q1 2023 after selling out during the quarter.
  • Credit Suisse sold 1 Oportun Financial share in Q1 2023, an estimated $6.
  • Credit Suisse first reported a position in Oportun Financial in Q4 2021 and held it in 5 quarters.
  • Credit Suisse's Oportun Financial position peaked at $254K in Q4 2021.
  • 97 funds tracked by Wall St. Rank held Oportun Financial as of Q1 2023.

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