LPL Financial
OPRT icon

LPL Financial’s Oportun Financial OPRT Stock Holding History

LPL Financial’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
2023
Q1 		– Sell
-19,152
Closed -$106K – 4555
2022
Q4 		$106K Sell
19,152
-3,121
-14% -$16.3K ﹤0.01% 4154
2022
Q3 		$97K Sell
22,273
-30,934
-58% -$220K ﹤0.01% 4115
2022
Q2 		$440K Buy
53,207
+29,597
+125% +$341K ﹤0.01% 3315
2022
Q1 		$339K Sell
23,610
-995
-4% -$16.6K ﹤0.01% 3491
2021
Q4 		$498K Sell
24,605
-1,458
-6% -$34.1K ﹤0.01% 3285
2021
Q3 		$652K Buy
26,063
+2,779
+12% +$64.1K ﹤0.01% 2986
2021
Q2 		$466K Buy
23,284
+326
+1% +$6.68K ﹤0.01% 3222
2021
Q1 		$475K Buy
22,958
+679
+3% +$12.4K ﹤0.01% 3066
2020
Q4 		$432K Buy
22,279
+95
+0.4% +$1.55K ﹤0.01% 2886
2020
Q3 		$262K Buy
22,184
+290
+1% +$3.91K ﹤0.01% 3006
2020
Q2 		$294K Buy
21,894
+1,478
+7% +$13.7K ﹤0.01% 2852
2020
Q1 		$215K Buy
20,416
+1,267
+7% +$24.3K ﹤0.01% 2753
2019
Q4 		$456K Buy
19,149
+1,374
+8% +$25.3K ﹤0.01% 2458
2019
Q3 		$288K Buy
+17,775
New +$288K ﹤0.01% 2715

Other funds holding OPRT

IVMX
Institutional Venture Management XIV Menlo Park, California $67.7M AUM 8.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EH
EMG Holdings Old Greenwich, Connecticut $397M AUM 9.97% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PWAM
Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return
MA
Madrone Advisors Menlo Park, California $1.03B AUM 20.53% 1-Year Est. Return
LFCM
Long Focus Capital Management San Juan, Puerto Rico $3.8B AUM 7.31% 1-Year Est. Return
GCM
Glynn Capital Management Menlo Park, California $209M AUM 31.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LPL Financial's OPRT Position: Q1 2023 in Review

LPL Financial sold out of Oportun Financial (OPRT) in Q1 2023, closing a stake of 19,152 shares — an estimated $106K sold.

LPL Financial first reported a position in OPRT in Q3 2019 and held it in 14 quarters. The position peaked at $652K in Q3 2021. 97 funds tracked by Wall St. Rank hold OPRT as of Q1 2023.

  • LPL Financial reported no remaining Oportun Financial position as of Q1 2023 after selling out during the quarter.
  • LPL Financial sold 19,152 Oportun Financial shares in Q1 2023, an estimated $106K.
  • LPL Financial first reported a position in Oportun Financial in Q3 2019 and held it in 14 quarters.
  • LPL Financial's Oportun Financial position peaked at $652K in Q3 2021.
  • 97 funds tracked by Wall St. Rank held Oportun Financial as of Q1 2023.

Based on LPL Financial's 13F filing for Q1 2023, filed 10 May 2023.