Hennion & Walsh Asset Management’s Oportun Financial OPRT Stock Holding History

Hennion & Walsh Asset Management’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 Q2	–	Sell	-20,588	Closed	-$50K	–	888
2024 Q1	$50K	Sell	20,588 -812	-4%	-$2.93K	﹤0.01%	840
2023 Q4	$83.7K	Sell	21,400 -654	-3%	-$2.79K	﹤0.01%	811
2023 Q3	$159K	Sell	22,054 -28	-0.1%	-$185	0.01%	762
2023 Q2	$132K	Sell	22,082 -305	-1%	-$1.5K	0.01%	774
2023 Q1	$86K	Sell	22,387 -465	-2%	-$2.62K	0.01%	760
2022 Q4	$126K	Buy	22,852 +383	+2%	+$2K	0.01%	752
2022 Q3	$98K	Buy	22,469 +2,742	+14%	+$19.5K	0.01%	754
2022 Q2	$163K	Buy	+19,727	New	+$227K	0.01%	736

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

BFM

Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return

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

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

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

EMG Holdings Old Greenwich, Connecticut $397M AUM 9.97% 1-Year Est. Return

USPCM

Union Square Park Capital Management New York $176M AUM 51.52% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Hennion & Walsh Asset Management's OPRT Position: Q2 2024 in Review

Hennion & Walsh Asset Management sold out of Oportun Financial (OPRT) in Q2 2024, closing a stake of 20,588 shares — an estimated $50K sold.

Hennion & Walsh Asset Management first reported a position in OPRT in Q2 2022 and held it in 8 quarters. The position peaked at $163K in Q2 2022. 70 funds tracked by Wall St. Rank hold OPRT as of Q2 2024.

Hennion & Walsh Asset Management reported no remaining Oportun Financial position as of Q2 2024 after selling out during the quarter.
Hennion & Walsh Asset Management sold 20,588 Oportun Financial shares in Q2 2024, an estimated $50K.
Hennion & Walsh Asset Management first reported a position in Oportun Financial in Q2 2022 and held it in 8 quarters.
Hennion & Walsh Asset Management's Oportun Financial position peaked at $163K in Q2 2022.
70 funds tracked by Wall St. Rank held Oportun Financial as of Q2 2024.

Based on Hennion & Walsh Asset Management's 13F filing for Q2 2024, filed 19 Jul 2024.