LNWWM
OPLN

Laird Norton Wetherby Wealth Management’s Openlane OPLN Stock Holding History

Laird Norton Wetherby 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
Q1 		– Sell
-10,103
Closed -$150K – 973
2023
Q4 		$150K Sell
10,103
-2,791
-22% -$40.6K 0.01% 871
2023
Q3 		$192K Sell
12,894
-1,161
-8% -$17.9K 0.01% 822
2023
Q2 		$214K Sell
14,055
-18
-0.1% -$262 0.01% 825
2023
Q1 		$193K Sell
14,073
-1,240
-8% -$17.2K 0.01% 830
2022
Q4 		$200K Buy
15,313
+94
+0.6% +$1.26K 0.01% 800
2022
Q3 		$170K Sell
15,219
-1,932
-11% -$29K 0.01% 817
2022
Q2 		$253K Sell
17,151
-205
-1% -$3.21K 0.02% 738
2022
Q1 		$313K Sell
17,356
-379
-2% -$6.08K 0.02% 709
2021
Q4 		$277K Sell
17,735
-500
-3% -$7.66K 0.02% 749
2021
Q3 		$299K Hold
18,235
– – 0.02% 711
2021
Q2 		$320K Buy
+18,235
New +$309K 0.02% 693
2021
Q1 		– Sell
-17,442
Closed -$325K – 844
2020
Q4 		$325K Buy
+17,442
New +$301K 0.02% 631

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
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
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
SM
Sunriver Management Greenwich, Connecticut $591M AUM 2.74% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's OPLN Position: Q1 2024 in Review

Laird Norton Wetherby Wealth Management sold out of Openlane (OPLN) in Q1 2024, closing a stake of 10,103 shares — an estimated $150K sold.

Laird Norton Wetherby Wealth Management first reported a position in OPLN in Q4 2020 and held it in 12 quarters. The position peaked at $325K in Q4 2020. 230 funds tracked by Wall St. Rank hold OPLN as of Q1 2024.

  • Laird Norton Wetherby Wealth Management reported no remaining Openlane position as of Q1 2024 after selling out during the quarter.
  • Laird Norton Wetherby Wealth Management sold 10,103 Openlane shares in Q1 2024, an estimated $150K.
  • Laird Norton Wetherby Wealth Management first reported a position in Openlane in Q4 2020 and held it in 12 quarters.
  • Laird Norton Wetherby Wealth Management's Openlane position peaked at $325K in Q4 2020.
  • 230 funds tracked by Wall St. Rank held Openlane as of Q1 2024.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.