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Denali Advisors’s Oportun Financial OPRT Stock Holding History

Denali Advisors’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
2023
Q2 		– Sell
-9,500
Closed -$36.7K – 505
2023
Q1 		$36.7K Hold
9,500
– – 0.02% 244
2022
Q4 		$52.3K Hold
9,500
– – 0.02% 217
2022
Q3 		$42K Buy
9,500
+6,200
+188% +$44.1K 0.02% 230
2022
Q2 		$27K Buy
+3,300
New +$38K 0.01% 276

Other funds holding OPRT

IVMX
Institutional Venture Management XIV Menlo Park, California $67.7M AUM 8.12% 1-Year Est. Return
EH
EMG Holdings Old Greenwich, Connecticut $397M AUM 9.97% 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
PWAM
Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return
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
LFCM
Long Focus Capital Management San Juan, Puerto Rico $3.8B AUM 7.31% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
MA
Madrone Advisors Menlo Park, California $1.03B AUM 20.53% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Denali Advisors's OPRT Position: Q2 2023 in Review

Denali Advisors sold out of Oportun Financial (OPRT) in Q2 2023, closing a stake of 9,500 shares — an estimated $36.7K sold.

Denali Advisors first reported a position in OPRT in Q2 2022 and held it in 4 quarters. The position peaked at $52.3K in Q4 2022. 92 funds tracked by Wall St. Rank hold OPRT as of Q2 2023.

  • Denali Advisors reported no remaining Oportun Financial position as of Q2 2023 after selling out during the quarter.
  • Denali Advisors sold 9,500 Oportun Financial shares in Q2 2023, an estimated $36.7K.
  • Denali Advisors first reported a position in Oportun Financial in Q2 2022 and held it in 4 quarters.
  • Denali Advisors's Oportun Financial position peaked at $52.3K in Q4 2022.
  • 92 funds tracked by Wall St. Rank held Oportun Financial as of Q2 2023.

Based on Denali Advisors's 13F filing for Q2 2023, filed 18 Jul 2023.