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Flagship Harbor Advisors’s Oportun Financial OPRT Stock Holding History

Flagship Harbor 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
2020
Q3 		– Sell
-237
Closed -$3K – 2098
2020
Q2 		$3K Buy
+237
New +$2.2K ﹤0.01% 1734

Other funds holding OPRT

IVMX
Institutional Venture Management XIV Menlo Park, California $67.7M AUM 8.12% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GCM
Glynn Capital Management Menlo Park, California $209M AUM 31.14% 1-Year Est. Return
ACM
Ashford Capital Management Wilmington, Delaware $809M AUM 35.1% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Flagship Harbor Advisors's OPRT Position: Q3 2020 in Review

Flagship Harbor Advisors sold out of Oportun Financial (OPRT) in Q3 2020, closing a stake of 237 shares — an estimated $3K sold.

Flagship Harbor Advisors first reported a position in OPRT in Q2 2020 and held it in 1 quarter. The position peaked at $3K in Q2 2020. 68 funds tracked by Wall St. Rank hold OPRT as of Q3 2020.

  • Flagship Harbor Advisors reported no remaining Oportun Financial position as of Q3 2020 after selling out during the quarter.
  • Flagship Harbor Advisors sold 237 Oportun Financial shares in Q3 2020, an estimated $3K.
  • Flagship Harbor Advisors first reported a position in Oportun Financial in Q2 2020 and held it in 1 quarter.
  • Flagship Harbor Advisors's Oportun Financial position peaked at $3K in Q2 2020.
  • 68 funds tracked by Wall St. Rank held Oportun Financial as of Q3 2020.

Based on Flagship Harbor Advisors's 13F filing for Q3 2020, filed 13 Oct 2020.