FourThought Financial’s Oportun Financial OPRT Stock Holding History

FourThought Financial’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	$1K	Hold	128	–	–	﹤0.01%	1432
2022 Q2	$1K	Hold	128	–	–	﹤0.01%	1421
2022 Q1	$2K	Hold	128	–	–	﹤0.01%	1352
2021 Q4	$3K	Hold	128	–	–	﹤0.01%	1329
2021 Q3	$3K	Hold	128	–	–	﹤0.01%	1314
2021 Q2	$2K	Hold	128	–	–	﹤0.01%	1375
2021 Q1	$2K	Hold	128	–	–	﹤0.01%	1329
2020 Q4	$2K	Buy	+128	New	+$2.09K	﹤0.01%	1308

Other funds holding OPRT

IVMX

Institutional Venture Management XIV Menlo Park, California $67.7M AUM 8.12% 1-Year Est. Return

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

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

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 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

FourThought Financial's OPRT Position: Q3 2022 in Review

FourThought Financial held its Oportun Financial (OPRT) position steady in Q3 2022 at 128 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1432.

FourThought Financial first reported a position in OPRT in Q4 2020 and has held it in 8 quarters since. The position peaked at $3K in Q4 2021. 116 funds tracked by Wall St. Rank hold OPRT as of Q3 2022.

FourThought Financial held 128 shares of Oportun Financial worth $1K as of Q3 2022.
FourThought Financial left its Oportun Financial share count unchanged in Q3 2022.
Oportun Financial made up ﹤0.01% of FourThought Financial's portfolio in Q3 2022, its #1432 holding.
FourThought Financial first reported a position in Oportun Financial in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's Oportun Financial position peaked at $3K in Q4 2021.
116 funds tracked by Wall St. Rank held Oportun Financial as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.