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Guidance Point Advisors’s Oportun Financial OPRT Stock Holding History

Guidance Point 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
2021
Q4 		– Sell
-217
Closed -$5K – 312
2021
Q3 		$5K Buy
+217
New +$5K ﹤0.01% 337

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
GCM
Glynn Capital Management Menlo Park, California $209M AUM 31.14% 1-Year Est. Return
RCGI
Ribbit Capital GP III Palo Alto, California $211M AUM 51.22% 1-Year Est. Return

Guidance Point Advisors's OPRT Position: Q4 2021 in Review

Guidance Point Advisors sold out of Oportun Financial (OPRT) in Q4 2021, closing a stake of 217 shares — an estimated $5K sold.

Guidance Point Advisors first reported a position in OPRT in Q3 2021 and held it in 1 quarter. The position peaked at $5K in Q3 2021. 98 funds tracked by Wall St. Rank hold OPRT as of Q4 2021.

  • Guidance Point Advisors reported no remaining Oportun Financial position as of Q4 2021 after selling out during the quarter.
  • Guidance Point Advisors sold 217 Oportun Financial shares in Q4 2021, an estimated $5K.
  • Guidance Point Advisors first reported a position in Oportun Financial in Q3 2021 and held it in 1 quarter.
  • Guidance Point Advisors's Oportun Financial position peaked at $5K in Q3 2021.
  • 98 funds tracked by Wall St. Rank held Oportun Financial as of Q4 2021.

Based on Guidance Point Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.