Icon Wealth Partners’s Openlane OPLN Stock Holding History

Icon Wealth Partners’s Portfolio OPLN Stock Details OPLN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-2,946	Closed	-$57K	–	481
2019 Q1	$57K	Buy	+2,946	New	+$55.5K	0.02%	336
2018 Q3	–	Sell	-2,386	Closed	-$49K	–	507
2018 Q2	$49K	Buy	+2,386	New	+$48.6K	0.02%	388
2018 Q1	–	Sell	-1,704	Closed	-$33K	–	503
2017 Q4	$33K	Buy	+1,704	New	+$31.6K	0.02%	505

Other funds holding OPLN

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return

GCM

Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

Icon Wealth Partners's OPLN Position: Q2 2019 in Review

Icon Wealth Partners sold out of Openlane (OPLN) in Q2 2019, closing a stake of 2,946 shares — an estimated $57K sold.

Icon Wealth Partners first reported a position in OPLN in Q4 2017 and held it in 3 quarters. The position peaked at $57K in Q1 2019. 348 funds tracked by Wall St. Rank hold OPLN as of Q2 2019.

Icon Wealth Partners reported no remaining Openlane position as of Q2 2019 after selling out during the quarter.
Icon Wealth Partners sold 2,946 Openlane shares in Q2 2019, an estimated $57K.
Icon Wealth Partners first reported a position in Openlane in Q4 2017 and held it in 3 quarters.
Icon Wealth Partners's Openlane position peaked at $57K in Q1 2019.
348 funds tracked by Wall St. Rank held Openlane as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.