GWS
OPLN

Glassman Wealth Services’s Openlane OPLN Stock Holding History

Glassman Wealth Services’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
2024
Q1 		– Sell
-8
Closed -$118 – 1019
2023
Q4 		$118 Hold
8
– – ﹤0.01% 1933
2023
Q3 		$119 Hold
8
– – ﹤0.01% 1958
2023
Q2 		$122 Hold
8
– – ﹤0.01% 1875
2023
Q1 		$109 Hold
8
– – ﹤0.01% 1869
2022
Q4 		$104 Hold
8
– – ﹤0.01% 1883
2022
Q3 		$0 Hold
8
– – ﹤0.01% 1835
2022
Q2 		$0 Hold
8
– – ﹤0.01% 1843
2022
Q1 		$0 Hold
8
– – ﹤0.01% 1800
2021
Q4 		$0 Hold
8
– – ﹤0.01% 1773
2021
Q3 		$0 Hold
8
– – ﹤0.01% 1710
2021
Q2 		$0 Hold
8
– – ﹤0.01% 1557
2021
Q1 		$0 Hold
8
– – ﹤0.01% 1523
2020
Q4 		$0 Hold
8
– – ﹤0.01% 1446
2020
Q3 		$0 Hold
8
– – ﹤0.01% 1408
2020
Q2 		$0 Sell
8
-66
-89% -$906 ﹤0.01% 1386
2020
Q1 		$1K Buy
74
+46
+164% +$899 ﹤0.01% 907
2019
Q4 		$1K Hold
28
– – ﹤0.01% 955
2019
Q3 		$1K Hold
28
– – ﹤0.01% 858
2019
Q2 		$1K Sell
28
-46
-62% -$991 ﹤0.01% 871
2019
Q1 		$1K Buy
+74
New +$1.4K ﹤0.01% 828
2018
Q1 		– Sell
-26
Closed -$1K – 825
2017
Q4 		$1K Buy
+26
New +$482 ﹤0.01% 580

Other funds holding OPLN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
SM
Sunriver Management Greenwich, Connecticut $591M AUM 2.74% 1-Year Est. Return

Glassman Wealth Services's OPLN Position: Q1 2024 in Review

Glassman Wealth Services sold out of Openlane (OPLN) in Q1 2024, closing a stake of 8 shares — an estimated $118 sold.

Glassman Wealth Services first reported a position in OPLN in Q4 2017 and held it in 21 quarters. The position peaked at $1K in Q1 2020. 230 funds tracked by Wall St. Rank hold OPLN as of Q1 2024.

  • Glassman Wealth Services reported no remaining Openlane position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 8 Openlane shares in Q1 2024, an estimated $118.
  • Glassman Wealth Services first reported a position in Openlane in Q4 2017 and held it in 21 quarters.
  • Glassman Wealth Services's Openlane position peaked at $1K in Q1 2020.
  • 230 funds tracked by Wall St. Rank held Openlane as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.