First Horizon Advisors’s Oportun Financial OPRT Stock Holding History

First Horizon Advisors’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
2023 Q4	–	Sell	-212	Closed	-$1.53K	–	2433
2023 Q3	$1.53K	Hold	212	–	–	﹤0.01%	2075
2023 Q2	$1.26K	Hold	212	–	–	﹤0.01%	2213
2023 Q1	$818	Hold	212	–	–	﹤0.01%	2319
2022 Q4	$1.17K	Hold	212	–	–	﹤0.01%	2196
2022 Q3	$0	Hold	212	–	–	﹤0.01%	2399
2022 Q2	$1K	Buy	+212	New	+$2.44K	﹤0.01%	2245
2022 Q1	–	Sell	-212	Closed	-$4K	–	2126
2021 Q4	$4K	Hold	212	–	–	﹤0.01%	1824
2021 Q3	$5K	Hold	212	–	–	﹤0.01%	1762
2021 Q2	$4K	Hold	212	–	–	﹤0.01%	1587
2021 Q1	$4K	Hold	212	–	–	﹤0.01%	1516
2020 Q4	$4K	Hold	212	–	–	﹤0.01%	1245
2020 Q3	$2K	Hold	212	–	–	﹤0.01%	1315
2020 Q2	$2K	Hold	212	–	–	﹤0.01%	1296
2020 Q1	$2K	Hold	212	–	–	﹤0.01%	1254
2019 Q4	$5K	Buy	+212	New	+$3.91K	﹤0.01%	1271

Other funds holding OPRT

EMG Holdings Old Greenwich, Connecticut $397M AUM 9.97% 1-Year Est. Return

FCM

Findell Capital Management New York $341M AUM 135.6% 1-Year Est. Return

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

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

LFCM

Long Focus Capital Management San Juan, Puerto Rico $3.8B AUM 7.31% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Madrone Advisors Menlo Park, California $1.03B AUM 20.53% 1-Year Est. Return

RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return

First Horizon Advisors's OPRT Position: Q4 2023 in Review

First Horizon Advisors sold out of Oportun Financial (OPRT) in Q4 2023, closing a stake of 212 shares — an estimated $1.53K sold.

First Horizon Advisors first reported a position in OPRT in Q4 2019 and held it in 15 quarters. The position peaked at $5K in Q3 2021. 87 funds tracked by Wall St. Rank hold OPRT as of Q4 2023.

First Horizon Advisors reported no remaining Oportun Financial position as of Q4 2023 after selling out during the quarter.
First Horizon Advisors sold 212 Oportun Financial shares in Q4 2023, an estimated $1.53K.
First Horizon Advisors first reported a position in Oportun Financial in Q4 2019 and held it in 15 quarters.
First Horizon Advisors's Oportun Financial position peaked at $5K in Q3 2021.
87 funds tracked by Wall St. Rank held Oportun Financial as of Q4 2023.

Based on First Horizon Advisors's 13F filing for Q4 2023, filed 6 Feb 2024.