IAA
OPLN

Independent Advisor Alliance’s Openlane OPLN Stock Holding History

Independent Advisor Alliance’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
2022
Q1 		– Sell
-148,053
Closed -$2.31M – 708
2021
Q4 		$2.31M Buy
+148,053
New +$2.27M 0.11% 148

Other funds holding OPLN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
MAMU
Marathon Asset Management (UK) London, United Kingdom $2.61B AUM 27.14% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return
PIM
Paradice Investment Management Denver, Colorado $627M AUM 43.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Independent Advisor Alliance's OPLN Position: Q1 2022 in Review

Independent Advisor Alliance sold out of Openlane (OPLN) in Q1 2022, closing a stake of 148,053 shares — an estimated $2.31M sold.

Independent Advisor Alliance first reported a position in OPLN in Q4 2021 and held it in 1 quarter. The position peaked at $2.31M in Q4 2021. 232 funds tracked by Wall St. Rank hold OPLN as of Q1 2022.

  • Independent Advisor Alliance reported no remaining Openlane position as of Q1 2022 after selling out during the quarter.
  • Independent Advisor Alliance sold 148,053 Openlane shares in Q1 2022, an estimated $2.31M.
  • Independent Advisor Alliance first reported a position in Openlane in Q4 2021 and held it in 1 quarter.
  • Independent Advisor Alliance's Openlane position peaked at $2.31M in Q4 2021.
  • 232 funds tracked by Wall St. Rank held Openlane as of Q1 2022.

Based on Independent Advisor Alliance's 13F filing for Q1 2022, filed 6 May 2022.