HighTower Advisors
OPRT icon

HighTower Advisors’s Oportun Financial OPRT Stock Holding History

HighTower 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
Q3 		– Sell
-13,441
Closed -$274K – 3363
2021
Q2 		$274K Buy
13,441
+447
+3% +$9.16K ﹤0.01% 2434
2021
Q1 		$272K Buy
12,994
+962
+8% +$17.6K ﹤0.01% 2371
2020
Q4 		$236K Buy
12,032
+484
+4% +$7.91K ﹤0.01% 2099
2020
Q3 		$138K Buy
+11,548
New +$156K ﹤0.01% 2178

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

HighTower Advisors's OPRT Position: Q3 2021 in Review

HighTower Advisors sold out of Oportun Financial (OPRT) in Q3 2021, closing a stake of 13,441 shares — an estimated $274K sold.

HighTower Advisors first reported a position in OPRT in Q3 2020 and held it in 4 quarters. The position peaked at $274K in Q2 2021. 79 funds tracked by Wall St. Rank hold OPRT as of Q3 2021.

  • HighTower Advisors reported no remaining Oportun Financial position as of Q3 2021 after selling out during the quarter.
  • HighTower Advisors sold 13,441 Oportun Financial shares in Q3 2021, an estimated $274K.
  • HighTower Advisors first reported a position in Oportun Financial in Q3 2020 and held it in 4 quarters.
  • HighTower Advisors's Oportun Financial position peaked at $274K in Q2 2021.
  • 79 funds tracked by Wall St. Rank held Oportun Financial as of Q3 2021.

Based on HighTower Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.