HW
OPRT icon

Hancock Whitney’s Oportun Financial OPRT Stock Holding History

Hancock Whitney’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
Q4 		– Sell
-10,231
Closed -$121K – 827
2020
Q3 		$121K Hold
10,231
– – ﹤0.01% 734
2020
Q2 		$138K Buy
+10,231
New +$95.1K 0.01% 734

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
ACM
Ashford Capital Management Wilmington, Delaware $809M AUM 35.1% 1-Year Est. Return
GCM
Glynn Capital Management Menlo Park, California $209M AUM 31.14% 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
CL
CRV LLC Palo Alto, California $1.56M AUM 87.36% 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

Hancock Whitney's OPRT Position: Q4 2020 in Review

Hancock Whitney sold out of Oportun Financial (OPRT) in Q4 2020, closing a stake of 10,231 shares — an estimated $121K sold.

Hancock Whitney first reported a position in OPRT in Q2 2020 and held it in 2 quarters. The position peaked at $138K in Q2 2020. 75 funds tracked by Wall St. Rank hold OPRT as of Q4 2020.

  • Hancock Whitney reported no remaining Oportun Financial position as of Q4 2020 after selling out during the quarter.
  • Hancock Whitney sold 10,231 Oportun Financial shares in Q4 2020, an estimated $121K.
  • Hancock Whitney first reported a position in Oportun Financial in Q2 2020 and held it in 2 quarters.
  • Hancock Whitney's Oportun Financial position peaked at $138K in Q2 2020.
  • 75 funds tracked by Wall St. Rank held Oportun Financial as of Q4 2020.

Based on Hancock Whitney's 13F filing for Q4 2020, filed 9 Feb 2021.