LWA
OPLN

Lenox Wealth Advisors’s Openlane OPLN Stock Holding History

Lenox Wealth Advisors’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
2021
Q1 		– Sell
-700
Closed -$13K – 724
2020
Q4 		$13K Sell
700
-180
-20% -$3.11K ﹤0.01% 386
2020
Q3 		$13K Hold
880
– – ﹤0.01% 345
2020
Q2 		$12K Buy
880
+111
+14% +$1.52K ﹤0.01% 356
2020
Q1 		$9K Buy
769
+364
+90% +$7.11K ﹤0.01% 356
2019
Q4 		$9K Buy
405
+180
+80% +$4.1K ﹤0.01% 424
2019
Q3 		$6K Buy
+225
New +$5.76K ﹤0.01% 392
2019
Q2 		– Sell
-256
Closed -$5K – 500
2019
Q1 		$5K Buy
+256
New +$4.83K ﹤0.01% 366

Other funds holding OPLN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
MAMU
Marathon Asset Management (UK) London, United Kingdom $2.61B AUM 27.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Lenox Wealth Advisors's OPLN Position: Q1 2021 in Review

Lenox Wealth Advisors sold out of Openlane (OPLN) in Q1 2021, closing a stake of 700 shares — an estimated $13K sold.

Lenox Wealth Advisors first reported a position in OPLN in Q1 2019 and held it in 7 quarters. The position peaked at $13K in Q4 2020. 265 funds tracked by Wall St. Rank hold OPLN as of Q1 2021.

  • Lenox Wealth Advisors reported no remaining Openlane position as of Q1 2021 after selling out during the quarter.
  • Lenox Wealth Advisors sold 700 Openlane shares in Q1 2021, an estimated $13K.
  • Lenox Wealth Advisors first reported a position in Openlane in Q1 2019 and held it in 7 quarters.
  • Lenox Wealth Advisors's Openlane position peaked at $13K in Q4 2020.
  • 265 funds tracked by Wall St. Rank held Openlane as of Q1 2021.

Based on Lenox Wealth Advisors's 13F filing for Q1 2021, filed 26 Apr 2021.