Dakota Wealth Management’s OppFi OPFI Stock Holding History

Dakota Wealth Management’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
2021 Q1	–	Sell	-217,070	Closed	-$2.21M	–	343
2020 Q4	$2.21M	Buy	+217,070	New	+$2.18M	0.29%	94

Other funds holding OPFI

CCM

Corsair Capital Management New York $673M AUM 109.99% 1-Year Est. Return

Linden Advisors New York $17.9B AUM 1.72% 1-Year Est. Return

WAM

Weiss Asset Management Boston, Massachusetts $5.91B AUM 42.42% 1-Year Est. Return

GGHC

Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return

Clearline Capital New York $1.93B AUM 38.13% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return

NAM

NewGen Asset Management Toronto, Ontario, Canada $259M AUM 140.76% 1-Year Est. Return

DKCM

Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Dakota Wealth Management's OPFI Position: Q1 2021 in Review

Dakota Wealth Management sold out of OppFi (OPFI) in Q1 2021, closing a stake of 217,070 shares — an estimated $2.21M sold.

Dakota Wealth Management first reported a position in OPFI in Q4 2020 and held it in 1 quarter. The position peaked at $2.21M in Q4 2020. 62 funds tracked by Wall St. Rank hold OPFI as of Q1 2021.

Dakota Wealth Management reported no remaining OppFi position as of Q1 2021 after selling out during the quarter.
Dakota Wealth Management sold 217,070 OppFi shares in Q1 2021, an estimated $2.21M.
Dakota Wealth Management first reported a position in OppFi in Q4 2020 and held it in 1 quarter.
Dakota Wealth Management's OppFi position peaked at $2.21M in Q4 2020.
62 funds tracked by Wall St. Rank held OppFi as of Q1 2021.

Based on Dakota Wealth Management's 13F filing for Q1 2021, filed 10 May 2021.