GRP
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Global Retirement Partners’s Oportun Financial OPRT Stock Holding History

Global Retirement Partners’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
2024
Q3 		– Sell
-1,500
Closed -$4.35K – 3600
2024
Q2 		$4.35K Hold
1,500
– – ﹤0.01% 2677
2024
Q1 		$3.65K Buy
+1,500
New +$5.42K ﹤0.01% 2525
2023
Q1 		– Sell
-85
Closed -$468 – 3304
2022
Q4 		$468 Hold
85
– – ﹤0.01% 2775
2022
Q3 		$0 Hold
85
– – ﹤0.01% 2896
2022
Q2 		$1K Hold
85
– – ﹤0.01% 2508
2022
Q1 		$1K Buy
+85
New +$1.42K ﹤0.01% 2472
2021
Q4 		– Sell
-1,213
Closed -$30K – 1298
2021
Q3 		$30K Sell
1,213
-26
-2% -$599 ﹤0.01% 1051
2021
Q2 		$25K Buy
1,239
+25
+2% +$512 ﹤0.01% 1120
2021
Q1 		$25K Buy
1,214
+167
+16% +$3.05K ﹤0.01% 1035
2020
Q4 		$20K Buy
1,047
+80
+8% +$1.31K ﹤0.01% 1036
2020
Q3 		$11K Hold
967
– – ﹤0.01% 1116
2020
Q2 		$13K Buy
967
+197
+26% +$1.83K ﹤0.01% 1040
2020
Q1 		$8K Hold
770
– – ﹤0.01% 1103
2019
Q4 		$18K Hold
770
– – ﹤0.01% 975
2019
Q3 		$12K Buy
+770
New +$12.5K ﹤0.01% 1081

Other funds holding OPRT

FCM
Findell Capital Management New York $341M AUM 135.6% 1-Year Est. Return
LFCM
Long Focus Capital Management San Juan, Puerto Rico $3.8B AUM 7.31% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AI
Acuitas Investments Seattle, Washington $1.41M AUM 48.57% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
EH
EMG Holdings Old Greenwich, Connecticut $397M AUM 9.97% 1-Year Est. Return

Global Retirement Partners's OPRT Position: Q3 2024 in Review

Global Retirement Partners sold out of Oportun Financial (OPRT) in Q3 2024, closing a stake of 1,500 shares — an estimated $4.35K sold.

Global Retirement Partners first reported a position in OPRT in Q3 2019 and held it in 15 quarters. The position peaked at $30K in Q3 2021. 72 funds tracked by Wall St. Rank hold OPRT as of Q3 2024.

  • Global Retirement Partners reported no remaining Oportun Financial position as of Q3 2024 after selling out during the quarter.
  • Global Retirement Partners sold 1,500 Oportun Financial shares in Q3 2024, an estimated $4.35K.
  • Global Retirement Partners first reported a position in Oportun Financial in Q3 2019 and held it in 15 quarters.
  • Global Retirement Partners's Oportun Financial position peaked at $30K in Q3 2021.
  • 72 funds tracked by Wall St. Rank held Oportun Financial as of Q3 2024.

Based on Global Retirement Partners's 13F filing for Q3 2024, filed 16 Oct 2024.