Envestnet Asset Management
OPRT icon

Envestnet Asset Management’s Oportun Financial OPRT Stock Holding History

Envestnet Asset Management’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
2022
Q3 		– Sell
-22,009
Closed -$182K – 4001
2022
Q2 		$182K Buy
+22,009
New +$254K ﹤0.01% 3631

Other funds holding OPRT

IVMX
Institutional Venture Management XIV Menlo Park, California $67.7M AUM 8.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
GCGM
General Catalyst Group Management Cambridge, Massachusetts $184M AUM 50.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PWAM
Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return
GCM
Glynn Capital Management Menlo Park, California $209M AUM 31.14% 1-Year Est. Return

Envestnet Asset Management's OPRT Position: Q3 2022 in Review

Envestnet Asset Management sold out of Oportun Financial (OPRT) in Q3 2022, closing a stake of 22,009 shares — an estimated $182K sold.

Envestnet Asset Management first reported a position in OPRT in Q2 2022 and held it in 1 quarter. The position peaked at $182K in Q2 2022. 116 funds tracked by Wall St. Rank hold OPRT as of Q3 2022.

  • Envestnet Asset Management reported no remaining Oportun Financial position as of Q3 2022 after selling out during the quarter.
  • Envestnet Asset Management sold 22,009 Oportun Financial shares in Q3 2022, an estimated $182K.
  • Envestnet Asset Management first reported a position in Oportun Financial in Q2 2022 and held it in 1 quarter.
  • Envestnet Asset Management's Oportun Financial position peaked at $182K in Q2 2022.
  • 116 funds tracked by Wall St. Rank held Oportun Financial as of Q3 2022.

Based on Envestnet Asset Management's 13F filing for Q3 2022, filed 10 Nov 2022.