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EA Series Trust’s Oportun Financial OPRT Stock Holding History

EA Series Trust’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 		$248K Buy
+41,541
New +$204K 0.01% 1016

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

EA Series Trust's OPRT Position: Q2 2023 in Review

EA Series Trust opened a new position in Oportun Financial (OPRT) in Q2 2023: 41,541 shares worth $248K. The stake represents 0.01% of the portfolio and ranks #1016 among its holdings.

92 funds tracked by Wall St. Rank hold OPRT as of Q2 2023.

  • EA Series Trust held 41,541 shares of Oportun Financial worth $248K as of Q2 2023.
  • Oportun Financial was a new EA Series Trust position in Q2 2023.
  • Oportun Financial made up 0.01% of EA Series Trust's portfolio in Q2 2023, its #1016 holding.
  • 92 funds tracked by Wall St. Rank held Oportun Financial as of Q2 2023.

Based on EA Series Trust's 13F filing for Q2 2023, filed 27 Jul 2023.