E
OPFI icon

Ergoteles’s OppFi OPFI Stock Holding History

Ergoteles’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
2023
Q2 		– Sell
-22,369
Closed -$45.9K – 1377
2023
Q1 		$45.9K Buy
+22,369
New +$47K ﹤0.01% 1139

Other funds holding OPFI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
FM
Family Management New York $834M AUM 20.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ergoteles's OPFI Position: Q2 2023 in Review

Ergoteles sold out of OppFi (OPFI) in Q2 2023, closing a stake of 22,369 shares — an estimated $45.9K sold.

Ergoteles first reported a position in OPFI in Q1 2023 and held it in 1 quarter. The position peaked at $45.9K in Q1 2023. 50 funds tracked by Wall St. Rank hold OPFI as of Q2 2023.

  • Ergoteles reported no remaining OppFi position as of Q2 2023 after selling out during the quarter.
  • Ergoteles sold 22,369 OppFi shares in Q2 2023, an estimated $45.9K.
  • Ergoteles first reported a position in OppFi in Q1 2023 and held it in 1 quarter.
  • Ergoteles's OppFi position peaked at $45.9K in Q1 2023.
  • 50 funds tracked by Wall St. Rank held OppFi as of Q2 2023.

Based on Ergoteles's 13F filing for Q2 2023, filed 14 Aug 2023.