CA
OPLN

Crewe Advisors’s Openlane OPLN Stock Holding History

Crewe Advisors’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
2021
Q1 		– Sell
-398
Closed -$7K – 472
2020
Q4 		$7K Buy
398
+200
+101% +$3.45K ﹤0.01% 309
2020
Q3 		$3K Hold
198
– – ﹤0.01% 444
2020
Q2 		$3K Buy
+198
New +$2.72K ﹤0.01% 198
2019
Q4 		– Sell
-1,870
Closed -$46K – 264
2019
Q3 		$46K Buy
1,870
+1,000
+115% +$25.6K 0.02% 121
2019
Q2 		$22K Buy
+870
New +$18.7K 0.01% 182

Other funds holding OPLN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
MAMU
Marathon Asset Management (UK) London, United Kingdom $2.61B AUM 27.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Crewe Advisors's OPLN Position: Q1 2021 in Review

Crewe Advisors sold out of Openlane (OPLN) in Q1 2021, closing a stake of 398 shares — an estimated $7K sold.

Crewe Advisors first reported a position in OPLN in Q2 2019 and held it in 5 quarters. The position peaked at $46K in Q3 2019. 265 funds tracked by Wall St. Rank hold OPLN as of Q1 2021.

  • Crewe Advisors reported no remaining Openlane position as of Q1 2021 after selling out during the quarter.
  • Crewe Advisors sold 398 Openlane shares in Q1 2021, an estimated $7K.
  • Crewe Advisors first reported a position in Openlane in Q2 2019 and held it in 5 quarters.
  • Crewe Advisors's Openlane position peaked at $46K in Q3 2019.
  • 265 funds tracked by Wall St. Rank held Openlane as of Q1 2021.

Based on Crewe Advisors's 13F filing for Q1 2021, filed 21 Apr 2021.