LWM
OPLN

Liberty Wealth Management’s Openlane OPLN Stock Holding History

Liberty 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
2020
Q2 		– Sell
-29
Closed – – 921
2020
Q1 		$0 Hold
29
– – ﹤0.01% 935
2019
Q4 		$1K Hold
29
– – ﹤0.01% 838
2019
Q3 		$1K Buy
+29
New +$743 ﹤0.01% 801

Other funds holding OPLN

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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
GCM
Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 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

Liberty Wealth Management's OPLN Position: Q2 2020 in Review

Liberty Wealth Management sold out of Openlane (OPLN) in Q2 2020, closing a stake of 29 shares.

Liberty Wealth Management first reported a position in OPLN in Q3 2019 and held it in 3 quarters. The position peaked at $1K in Q4 2019. 291 funds tracked by Wall St. Rank hold OPLN as of Q2 2020.

  • Liberty Wealth Management reported no remaining Openlane position as of Q2 2020 after selling out during the quarter.
  • Liberty Wealth Management sold 29 Openlane shares in Q2 2020.
  • Liberty Wealth Management first reported a position in Openlane in Q3 2019 and held it in 3 quarters.
  • Liberty Wealth Management's Openlane position peaked at $1K in Q4 2019.
  • 291 funds tracked by Wall St. Rank held Openlane as of Q2 2020.

Based on Liberty Wealth Management's 13F filing for Q2 2020, filed 4 Aug 2020.