IndexIQ Advisors’s Oportun Financial OPRT Stock Holding History

IndexIQ 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
2022 Q1	$418K	Buy	29,117 +8,726	+43%	+$145K	0.01%	467
2021 Q4	$413K	Sell	20,391 -1,318	-6%	-$30.8K	0.01%	749
2021 Q3	$543K	Buy	21,709 +2,174	+11%	+$50.1K	0.02%	493
2021 Q2	$391K	Sell	19,535 -295	-1%	-$6.04K	0.01%	763
2021 Q1	$411K	Buy	+19,830	New	+$363K	0.01%	508

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 Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

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

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

GCGM

General Catalyst Group Management Cambridge, Massachusetts $184M AUM 50.45% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

GCM

Glynn Capital Management Menlo Park, California $209M AUM 31.14% 1-Year Est. Return

IndexIQ Advisors's OPRT Position: Q1 2022 in Review

IndexIQ Advisors increased its Oportun Financial (OPRT) stake by 43% in Q1 2022, buying an estimated $145K and bringing the position to 29,117 shares worth $418K. The position accounts for 0.01% of the portfolio, ranked #467.

IndexIQ Advisors first reported a position in OPRT in Q1 2021 and has held it in 5 quarters since. The position peaked at $543K in Q3 2021. 112 funds tracked by Wall St. Rank hold OPRT as of Q1 2022.

IndexIQ Advisors held 29,117 shares of Oportun Financial worth $418K as of Q1 2022.
IndexIQ Advisors bought 8,726 Oportun Financial shares in Q1 2022, an estimated $145K.
Oportun Financial made up 0.01% of IndexIQ Advisors's portfolio in Q1 2022, its #467 holding.
IndexIQ Advisors first reported a position in Oportun Financial in Q1 2021 and has held it in 5 quarters since.
IndexIQ Advisors's Oportun Financial position peaked at $543K in Q3 2021.
112 funds tracked by Wall St. Rank held Oportun Financial as of Q1 2022.

Based on IndexIQ Advisors's 13F filing for Q1 2022, filed 6 May 2022.