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Dorsey Wright & Associates’s Oportun Financial OPRT Stock Holding History

Dorsey Wright & Associates’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
2022
Q1 		– Sell
-2,113
Closed -$43K – 336
2021
Q4 		$43K Buy
+2,113
New +$49.4K 0.01% 270

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ACM
Ashford Capital Management Wilmington, Delaware $809M AUM 35.1% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GCGM
General Catalyst Group Management Cambridge, Massachusetts $184M AUM 50.45% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
GCM
Glynn Capital Management Menlo Park, California $209M AUM 31.14% 1-Year Est. Return

Dorsey Wright & Associates's OPRT Position: Q1 2022 in Review

Dorsey Wright & Associates sold out of Oportun Financial (OPRT) in Q1 2022, closing a stake of 2,113 shares — an estimated $43K sold.

Dorsey Wright & Associates first reported a position in OPRT in Q4 2021 and held it in 1 quarter. The position peaked at $43K in Q4 2021. 112 funds tracked by Wall St. Rank hold OPRT as of Q1 2022.

  • Dorsey Wright & Associates reported no remaining Oportun Financial position as of Q1 2022 after selling out during the quarter.
  • Dorsey Wright & Associates sold 2,113 Oportun Financial shares in Q1 2022, an estimated $43K.
  • Dorsey Wright & Associates first reported a position in Oportun Financial in Q4 2021 and held it in 1 quarter.
  • Dorsey Wright & Associates's Oportun Financial position peaked at $43K in Q4 2021.
  • 112 funds tracked by Wall St. Rank held Oportun Financial as of Q1 2022.

Based on Dorsey Wright & Associates's 13F filing for Q1 2022, filed 27 Apr 2022.