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DC Investments Management’s Oportun Financial OPRT Stock Holding History

DC Investments Management’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
2019
Q4 		– Sell
-37,106
Closed -$602K – 299
2019
Q3 		$602K Buy
+37,106
New +$602K 0.35% 56

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
ACM
Ashford Capital Management Wilmington, Delaware $809M AUM 35.1% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

DC Investments Management's OPRT Position: Q4 2019 in Review

DC Investments Management sold out of Oportun Financial (OPRT) in Q4 2019, closing a stake of 37,106 shares — an estimated $602K sold.

DC Investments Management first reported a position in OPRT in Q3 2019 and held it in 1 quarter. The position peaked at $602K in Q3 2019. 55 funds tracked by Wall St. Rank hold OPRT as of Q4 2019.

  • DC Investments Management reported no remaining Oportun Financial position as of Q4 2019 after selling out during the quarter.
  • DC Investments Management sold 37,106 Oportun Financial shares in Q4 2019, an estimated $602K.
  • DC Investments Management first reported a position in Oportun Financial in Q3 2019 and held it in 1 quarter.
  • DC Investments Management's Oportun Financial position peaked at $602K in Q3 2019.
  • 55 funds tracked by Wall St. Rank held Oportun Financial as of Q4 2019.

Based on DC Investments Management's 13F filing for Q4 2019, filed 7 Feb 2020.