CWA Asset Management Group’s OppFi OPFI Stock Holding History

CWA Asset Management 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 Q4	–	Sell	-137,086	Closed	-$315K	–	331
2022 Q3	$315K	Buy	+137,086	New	+$391K	0.03%	224

Other funds holding OPFI

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

ECM

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

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

Family Management New York $834M AUM 20.83% 1-Year Est. Return

ICM

Ionic Capital Management New York $1.37B AUM 48.26% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

CWA Asset Management Group's OPFI Position: Q4 2022 in Review

CWA Asset Management Group sold out of OppFi (OPFI) in Q4 2022, closing a stake of 137,086 shares — an estimated $315K sold.

CWA Asset Management Group first reported a position in OPFI in Q3 2022 and held it in 1 quarter. The position peaked at $315K in Q3 2022. 46 funds tracked by Wall St. Rank hold OPFI as of Q4 2022.

CWA Asset Management Group reported no remaining OppFi position as of Q4 2022 after selling out during the quarter.
CWA Asset Management Group sold 137,086 OppFi shares in Q4 2022, an estimated $315K.
CWA Asset Management Group first reported a position in OppFi in Q3 2022 and held it in 1 quarter.
CWA Asset Management Group's OppFi position peaked at $315K in Q3 2022.
46 funds tracked by Wall St. Rank held OppFi as of Q4 2022.

Based on CWA Asset Management Group's 13F filing for Q4 2022, filed 9 Jan 2023.