KWM
OPLN

Keebeck Wealth Management’s Openlane OPLN Stock Holding History

Keebeck Wealth Management’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
2024
Q3 		– Sell
-20,000
Closed -$332K – 266
2024
Q2 		$332K Hold
20,000
– – 0.05% 208
2024
Q1 		$346K Buy
+20,000
New +$300K 0.05% 223
2023
Q3 		– Sell
-25,000
Closed -$381K – 266
2023
Q2 		$381K Buy
+25,000
New +$364K 0.05% 200
2022
Q4 		– Sell
-35,000
Closed -$391K – 244
2022
Q3 		$391K Buy
35,000
+4,900
+16% +$73.6K 0.08% 170
2022
Q2 		$445K Buy
+30,100
New +$472K 0.09% 167

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
SM
Sunriver Management Greenwich, Connecticut $591M AUM 2.74% 1-Year Est. Return

Keebeck Wealth Management's OPLN Position: Q3 2024 in Review

Keebeck Wealth Management sold out of Openlane (OPLN) in Q3 2024, closing a stake of 20,000 shares — an estimated $332K sold.

Keebeck Wealth Management first reported a position in OPLN in Q2 2022 and held it in 5 quarters. The position peaked at $445K in Q2 2022. 229 funds tracked by Wall St. Rank hold OPLN as of Q3 2024.

  • Keebeck Wealth Management reported no remaining Openlane position as of Q3 2024 after selling out during the quarter.
  • Keebeck Wealth Management sold 20,000 Openlane shares in Q3 2024, an estimated $332K.
  • Keebeck Wealth Management first reported a position in Openlane in Q2 2022 and held it in 5 quarters.
  • Keebeck Wealth Management's Openlane position peaked at $445K in Q2 2022.
  • 229 funds tracked by Wall St. Rank held Openlane as of Q3 2024.

Based on Keebeck Wealth Management's 13F filing for Q3 2024, filed 14 Nov 2024.