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Curi RMB Capital’s Oportun Financial OPRT Stock Holding History

Curi RMB Capital’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
2020
Q2 		– Sell
-53,215
Closed -$561K – 667
2020
Q1 		$561K Sell
53,215
-18,185
-25% -$349K 0.03% 380
2019
Q4 		$1.7M Buy
+71,400
New +$1.32M 0.05% 300

Other funds holding OPRT

IVMX
Institutional Venture Management XIV Menlo Park, California $67.7M AUM 8.12% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GCM
Glynn Capital Management Menlo Park, California $209M AUM 31.14% 1-Year Est. Return
ACM
Ashford Capital Management Wilmington, Delaware $809M AUM 35.1% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Curi RMB Capital's OPRT Position: Q2 2020 in Review

Curi RMB Capital sold out of Oportun Financial (OPRT) in Q2 2020, closing a stake of 53,215 shares — an estimated $561K sold.

Curi RMB Capital first reported a position in OPRT in Q4 2019 and held it in 2 quarters. The position peaked at $1.7M in Q4 2019. 70 funds tracked by Wall St. Rank hold OPRT as of Q2 2020.

  • Curi RMB Capital reported no remaining Oportun Financial position as of Q2 2020 after selling out during the quarter.
  • Curi RMB Capital sold 53,215 Oportun Financial shares in Q2 2020, an estimated $561K.
  • Curi RMB Capital first reported a position in Oportun Financial in Q4 2019 and held it in 2 quarters.
  • Curi RMB Capital's Oportun Financial position peaked at $1.7M in Q4 2019.
  • 70 funds tracked by Wall St. Rank held Oportun Financial as of Q2 2020.

Based on Curi RMB Capital's 13F filing for Q2 2020, filed 5 Aug 2020.