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Emerald Mutual Fund Advisers Trust’s OppFi OPFI Stock Holding History

Emerald Mutual Fund Advisers Trust’s Portfolio OPFI Stock Details OPFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-263,649
Closed -$2.07M – 226
2021
Q3 		$2.07M Buy
+263,649
New +$2.32M 0.07% 161

Other funds holding OPFI

ECM
Elgethun Capital Management Sioux Falls, South Dakota $605M AUM 12.89% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACM
Atalaya Capital Management New York $45M AUM 3.02% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
AFM
Anson Funds Management Dallas, Texas $2.29B AUM 370.24% 1-Year Est. Return
SAM
Serengeti Asset Management New York $31.8M AUM 23.16% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Emerald Mutual Fund Advisers Trust's OPFI Position: Q4 2021 in Review

Emerald Mutual Fund Advisers Trust sold out of OppFi (OPFI) in Q4 2021, closing a stake of 263,649 shares — an estimated $2.07M sold.

Emerald Mutual Fund Advisers Trust first reported a position in OPFI in Q3 2021 and held it in 1 quarter. The position peaked at $2.07M in Q3 2021. 30 funds tracked by Wall St. Rank hold OPFI as of Q4 2021.

  • Emerald Mutual Fund Advisers Trust reported no remaining OppFi position as of Q4 2021 after selling out during the quarter.
  • Emerald Mutual Fund Advisers Trust sold 263,649 OppFi shares in Q4 2021, an estimated $2.07M.
  • Emerald Mutual Fund Advisers Trust first reported a position in OppFi in Q3 2021 and held it in 1 quarter.
  • Emerald Mutual Fund Advisers Trust's OppFi position peaked at $2.07M in Q3 2021.
  • 30 funds tracked by Wall St. Rank held OppFi as of Q4 2021.

Based on Emerald Mutual Fund Advisers Trust's 13F filing for Q4 2021, filed 2 Feb 2022.