Endurance Wealth Management’s Openlane OPLN Stock Holding History

Endurance Wealth Management’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
2021 Q4	–	Sell	-1,100	Closed	-$18K	–	638
2021 Q3	$18K	Hold	1,100	–	–	﹤0.01%	461
2021 Q2	$19K	Hold	1,100	–	–	﹤0.01%	457
2021 Q1	$17K	Hold	1,100	–	–	﹤0.01%	471
2020 Q4	$21K	Hold	1,100	–	–	﹤0.01%	417
2020 Q3	$16K	Hold	1,100	–	–	﹤0.01%	424
2020 Q2	$15K	Hold	1,100	–	–	﹤0.01%	428
2020 Q1	$14K	Hold	1,100	–	–	﹤0.01%	397
2019 Q4	$24K	Hold	1,100	–	–	﹤0.01%	347
2019 Q3	$27K	Hold	1,100	–	–	﹤0.01%	332
2019 Q2	$28K	Sell	1,100 -1,806	-62%	-$38.9K	﹤0.01%	312
2019 Q1	$56K	Hold	2,906	–	–	0.01%	258
2018 Q4	$52K	Hold	2,906	–	–	0.01%	253
2018 Q3	$66K	Hold	2,906	–	–	0.01%	254
2018 Q2	$60K	Hold	2,906	–	–	0.01%	260
2018 Q1	$59K	Hold	2,906	–	–	0.01%	273
2017 Q4	$55K	Buy	2,906 +792	+37%	+$14.7K	0.01%	271
2017 Q3	$38K	Hold	2,114	–	–	0.01%	292
2017 Q2	$34K	Hold	2,114	–	–	0.01%	307
2017 Q1	$35K	Hold	2,114	–	–	0.01%	302
2016 Q4	$34K	Hold	2,114	–	–	0.01%	299
2016 Q3	$35K	Hold	2,114	–	–	0.01%	297
2016 Q2	$33K	Hold	2,114	–	–	0.01%	293
2016 Q1	$31	Hold	2,114	–	–	﹤0.01%	304
2015 Q4	$30K	Hold	2,114	–	–	0.01%	310
2015 Q3	$30K	Hold	2,114	–	–	0.01%	309
2015 Q2	$30K	Buy	+2,114	New	+$30.3K	0.01%	320

Other funds holding OPLN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $627M AUM 43.41% 1-Year Est. Return

CCMLC

Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

MAMU

Marathon Asset Management (UK) London, United Kingdom $2.61B AUM 27.14% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

HRCM

Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return

Endurance Wealth Management's OPLN Position: Q4 2021 in Review

Endurance Wealth Management sold out of Openlane (OPLN) in Q4 2021, closing a stake of 1,100 shares — an estimated $18K sold.

Endurance Wealth Management first reported a position in OPLN in Q2 2015 and held it in 26 quarters. The position peaked at $66K in Q3 2018. 245 funds tracked by Wall St. Rank hold OPLN as of Q4 2021.

Endurance Wealth Management reported no remaining Openlane position as of Q4 2021 after selling out during the quarter.
Endurance Wealth Management sold 1,100 Openlane shares in Q4 2021, an estimated $18K.
Endurance Wealth Management first reported a position in Openlane in Q2 2015 and held it in 26 quarters.
Endurance Wealth Management's Openlane position peaked at $66K in Q3 2018.
245 funds tracked by Wall St. Rank held Openlane as of Q4 2021.

Based on Endurance Wealth Management's 13F filing for Q4 2021, filed 19 Jan 2022.