Cresset Asset Management’s OppFi OPFI Stock Holding History

Cresset Asset Management’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 Q4	–	Sell	-10,175	Closed	-$48.1K	–	2077
2024 Q3	$48.1K	Sell	10,175 -6,090	-37%	-$25.3K	﹤0.01%	2093
2024 Q2	$55.1K	Sell	16,265 -8,735	-35%	-$26.6K	﹤0.01%	1997
2024 Q1	$62.5K	Hold	25,000	–	–	﹤0.01%	1854
2023 Q4	$128K	Hold	25,000	–	–	﹤0.01%	1739
2023 Q3	$63K	Hold	25,000	–	–	﹤0.01%	1740
2023 Q2	$51K	Buy	+25,000	New	+$52K	﹤0.01%	1846

Other funds holding OPFI

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

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

LB Partners Charlottesville, Virginia $112M AUM 11% 1-Year Est. Return

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

ECM

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

SBH

Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Cresset Asset Management's OPFI Position: Q4 2024 in Review

Cresset Asset Management sold out of OppFi (OPFI) in Q4 2024, closing a stake of 10,175 shares — an estimated $48.1K sold.

Cresset Asset Management first reported a position in OPFI in Q2 2023 and held it in 6 quarters. The position peaked at $128K in Q4 2023. 108 funds tracked by Wall St. Rank hold OPFI as of Q4 2024.

Cresset Asset Management reported no remaining OppFi position as of Q4 2024 after selling out during the quarter.
Cresset Asset Management sold 10,175 OppFi shares in Q4 2024, an estimated $48.1K.
Cresset Asset Management first reported a position in OppFi in Q2 2023 and held it in 6 quarters.
Cresset Asset Management's OppFi position peaked at $128K in Q4 2023.
108 funds tracked by Wall St. Rank held OppFi as of Q4 2024.

Based on Cresset Asset Management's 13F filing for Q4 2024, filed 14 Feb 2025.