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Cutler Group’s OppFi OPFI Stock Holding History

Cutler Group’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
2022
Q3 		– Sell
-5,200
Closed -$9K – 5330
2022
Q2 		$9K Sell
5,200
-7,500
-59% -$24.2K ﹤0.01% 3291
2022
Q1 		$20K Sell
12,700
-3,000
-19% -$12.7K ﹤0.01% 3073
2021
Q4 		$20K Buy
15,700
+12,100
+336% +$72.9K ﹤0.01% 3126
2021
Q3 		$9K Sell
3,600
-500
-12% -$4.4K ﹤0.01% 4032
2021
Q2 		$1K Buy
+4,100
New +$41.7K ﹤0.01% 5374

Other funds holding OPFI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ECM
Elgethun Capital Management Sioux Falls, South Dakota $605M AUM 12.89% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
LP
LB Partners Charlottesville, Virginia $112M AUM 11% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EI
EAM Investors Solana Beach, California $866M AUM 377.14% 1-Year Est. Return

Cutler Group's OPFI Position: Q4 2023 in Review

Cutler Group sold out of OppFi (OPFI) in Q4 2023, closing a stake of 175 shares.

Cutler Group first reported a position in OPFI in Q1 2021 and held it in 11 quarters. The position peaked at $53K in Q4 2021. 64 funds tracked by Wall St. Rank hold OPFI as of Q4 2023.

  • Cutler Group reported no remaining OppFi position as of Q4 2023 after selling out during the quarter.
  • Cutler Group sold 175 OppFi shares in Q4 2023.
  • Cutler Group first reported a position in OppFi in Q1 2021 and held it in 11 quarters.
  • Cutler Group's OppFi position peaked at $53K in Q4 2021.
  • 64 funds tracked by Wall St. Rank held OppFi as of Q4 2023.

Based on Cutler Group's 13F filing for Q4 2023, filed 18 Jan 2024.