EI
OPLN

Ellevest Inc’s Openlane OPLN Stock Holding History

Ellevest Inc’s Portfolio OPLN Stock Details OPLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-54
Closed -$739 – 1008
2023
Q1 		$739 Buy
+54
New +$749 ﹤0.01% 1624
2022
Q2 		– Sell
-11
Closed – – 1531
2022
Q1 		$0 Buy
+11
New +$176 ﹤0.01% 1521
2021
Q4 		– Sell
-105
Closed -$2K – 1541
2021
Q3 		$2K Buy
+105
New +$1.77K ﹤0.01% 1145
2021
Q1 		– Sell
-60
Closed -$1K – 1304
2020
Q4 		$1K Buy
60
+1
+2% +$17 ﹤0.01% 1071
2020
Q3 		$1K Buy
59
+11
+23% +$172 ﹤0.01% 1020
2020
Q2 		$1K Buy
+48
New +$659 ﹤0.01% 1017

Other funds holding OPLN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return
PIM
Paradice Investment Management Denver, Colorado $532M AUM 29.6% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return

Ellevest Inc's OPLN Position: Q2 2023 in Review

Ellevest Inc sold out of Openlane (OPLN) in Q2 2023, closing a stake of 54 shares — an estimated $739 sold.

Ellevest Inc first reported a position in OPLN in Q2 2020 and held it in 6 quarters. The position peaked at $2K in Q3 2021. 207 funds tracked by Wall St. Rank hold OPLN as of Q2 2023.

  • Ellevest Inc reported no remaining Openlane position as of Q2 2023 after selling out during the quarter.
  • Ellevest Inc sold 54 Openlane shares in Q2 2023, an estimated $739.
  • Ellevest Inc first reported a position in Openlane in Q2 2020 and held it in 6 quarters.
  • Ellevest Inc's Openlane position peaked at $2K in Q3 2021.
  • 207 funds tracked by Wall St. Rank held Openlane as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.