Envestnet Asset Management
OPNW

Envestnet Asset Management’s OpenWorld, Inc. Common Stock OPNW Stock Holding History

Envestnet Asset Management’s Portfolio OPNW Stock Details OPNW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-3,737
Closed -$25.4K – 4563
2025
Q1 		$25.4K Hold
3,737
– – ﹤0.01% 4323
2024
Q4 		$50.8K Hold
3,737
– – ﹤0.01% 4262
2024
Q3 		$53.4K Hold
3,737
– – ﹤0.01% 4174
2024
Q2 		$52.7K Hold
3,737
– – ﹤0.01% 4100
2024
Q1 		$52.1K Buy
3,737
+2,135
+133% +$25K ﹤0.01% 4105
2023
Q4 		$17.9K Buy
1,602
+51
+3% +$558 ﹤0.01% 4022
2023
Q3 		$18.2K Buy
+1,551
New +$18.8K ﹤0.01% 3978
2022
Q4 		– Sell
-1,163
Closed -$15K – 4081
2022
Q3 		$15K Sell
1,163
-22
-2% -$352 ﹤0.01% 3875
2022
Q2 		$23K Buy
1,185
+40
+3% +$1.08K ﹤0.01% 3877
2022
Q1 		$39K Sell
1,145
-234
-17% -$7.42K ﹤0.01% 3875
2021
Q4 		$44K Hold
1,379
– – ﹤0.01% 3819
2021
Q3 		$47K Hold
1,379
– – ﹤0.01% 3640
2021
Q2 		$58K Sell
1,379
-68
-5% -$2.64K ﹤0.01% 3596
2021
Q1 		$60K Buy
+1,447
New +$63.8K ﹤0.01% 3445

Other funds holding OPNW

HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SIC
SFE Investment Counsel Los Angeles, California $742M AUM 39.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
BFWA
Benchmark Financial Wealth Advisors Boca Raton, Florida $405M AUM 24.12% 1-Year Est. Return

Envestnet Asset Management's OPNW Position: Q2 2025 in Review

Envestnet Asset Management sold out of OpenWorld, Inc. Common Stock (OPNW) in Q2 2025, closing a stake of 3,737 shares — an estimated $25.4K sold.

Envestnet Asset Management first reported a position in OPNW in Q1 2021 and held it in 14 quarters. The position peaked at $60K in Q1 2021. 23 funds tracked by Wall St. Rank hold OPNW as of Q2 2025.

  • Envestnet Asset Management reported no remaining OpenWorld, Inc. Common Stock position as of Q2 2025 after selling out during the quarter.
  • Envestnet Asset Management sold 3,737 OpenWorld, Inc. Common Stock shares in Q2 2025, an estimated $25.4K.
  • Envestnet Asset Management first reported a position in OpenWorld, Inc. Common Stock in Q1 2021 and held it in 14 quarters.
  • Envestnet Asset Management's OpenWorld, Inc. Common Stock position peaked at $60K in Q1 2021.
  • 23 funds tracked by Wall St. Rank held OpenWorld, Inc. Common Stock as of Q2 2025.

Based on Envestnet Asset Management's 13F filing for Q2 2025, filed 1 Aug 2025.