CPWM
LPRO

Cypress Point Wealth Management’s Open Lending Corp LPRO Stock Holding History

Cypress Point Wealth Management’s Portfolio LPRO Stock Details LPRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-107,000
Closed -$597K – 76
2024
Q2 		$597K Hold
107,000
– – 0.28% 49
2024
Q1 		$670K Hold
107,000
– – 0.34% 48
2023
Q4 		$911K Hold
107,000
– – 0.68% 33
2023
Q3 		$783K Hold
107,000
– – 0.69% 32
2023
Q2 		$1.12M Hold
107,000
– – 1.2% 21
2023
Q1 		$753K Hold
107,000
– – 1.06% 22
2022
Q4 		$722K Hold
107,000
– – 1.13% 24
2022
Q3 		$860K Hold
107,000
– – 1.6% 17
2022
Q2 		$1.09M Hold
107,000
– – 1.92% 14
2022
Q1 		$2.02M Buy
107,000
+2,500
+2% +$48K 2.06% 16
2021
Q4 		$2.35M Hold
104,500
– – 2.18% 12
2021
Q3 		$3.77M Hold
104,500
– – 2.69% 7
2021
Q2 		$4.5M Buy
104,500
+500
+0.5% +$19.2K 3.2% 6
2021
Q1 		$3.68M Sell
104,000
-1,000
-1% -$37.7K 3.83% 3
2020
Q4 		$3.67M Buy
+105,000
New +$3.05M 5.58% 1

Other funds holding LPRO

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WCAU
Working Capital Advisors (UK) London, United Kingdom $57.9M AUM 1.94% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TWCM
True Wind Capital Management San Francisco, California $226M AUM 2.79% 1-Year Est. Return
CC
Cannell Capital Alta, Wyoming $149M AUM 39.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ER
EVR Research Richmond, Virginia $203M AUM 60.82% 1-Year Est. Return

Cypress Point Wealth Management's LPRO Position: Q3 2024 in Review

Cypress Point Wealth Management sold out of Open Lending Corp (LPRO) in Q3 2024, closing a stake of 107,000 shares — an estimated $597K sold.

Cypress Point Wealth Management first reported a position in LPRO in Q4 2020 and held it in 15 quarters. The position peaked at $4.5M in Q2 2021. 137 funds tracked by Wall St. Rank hold LPRO as of Q3 2024.

  • Cypress Point Wealth Management reported no remaining Open Lending Corp position as of Q3 2024 after selling out during the quarter.
  • Cypress Point Wealth Management sold 107,000 Open Lending Corp shares in Q3 2024, an estimated $597K.
  • Cypress Point Wealth Management first reported a position in Open Lending Corp in Q4 2020 and held it in 15 quarters.
  • Cypress Point Wealth Management's Open Lending Corp position peaked at $4.5M in Q2 2021.
  • 137 funds tracked by Wall St. Rank held Open Lending Corp as of Q3 2024.

Based on Cypress Point Wealth Management's 13F filing for Q3 2024, filed 1 Nov 2024.