Evoke Wealth’s Openlane OPLN Stock Holding History

Evoke Wealth’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
2020 Q1	–	Sell	-37	Closed	-$813	–	1254
2019 Q4	$813	Hold	37	–	–	﹤0.01%	1159
2019 Q3	$915	Buy	+37	New	+$948	﹤0.01%	1316

Other funds holding OPLN

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

GCM

Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

SCM

Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return

CCMLC

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Evoke Wealth's OPLN Position: Q1 2020 in Review

Evoke Wealth sold out of Openlane (OPLN) in Q1 2020, closing a stake of 37 shares — an estimated $813 sold.

Evoke Wealth first reported a position in OPLN in Q3 2019 and held it in 2 quarters. The position peaked at $915 in Q3 2019. 304 funds tracked by Wall St. Rank hold OPLN as of Q1 2020.

Evoke Wealth reported no remaining Openlane position as of Q1 2020 after selling out during the quarter.
Evoke Wealth sold 37 Openlane shares in Q1 2020, an estimated $813.
Evoke Wealth first reported a position in Openlane in Q3 2019 and held it in 2 quarters.
Evoke Wealth's Openlane position peaked at $915 in Q3 2019.
304 funds tracked by Wall St. Rank held Openlane as of Q1 2020.

Based on Evoke Wealth's 13F filing for Q1 2020, filed 7 May 2020.