MAM
OPRT icon

Meeder Asset Management’s Oportun Financial OPRT Stock Holding History

Meeder Asset Management’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
2020
Q2 		– Sell
-846
Closed -$9K – 2334
2020
Q1 		$9K Buy
+846
New +$16.2K ﹤0.01% 1565

Other funds holding OPRT

IVMX
Institutional Venture Management XIV Menlo Park, California $67.7M AUM 8.12% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GCM
Glynn Capital Management Menlo Park, California $209M AUM 31.14% 1-Year Est. Return
ACM
Ashford Capital Management Wilmington, Delaware $809M AUM 35.1% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Meeder Asset Management's OPRT Position: Q2 2020 in Review

Meeder Asset Management sold out of Oportun Financial (OPRT) in Q2 2020, closing a stake of 846 shares — an estimated $9K sold.

Meeder Asset Management first reported a position in OPRT in Q1 2020 and held it in 1 quarter. The position peaked at $9K in Q1 2020. 70 funds tracked by Wall St. Rank hold OPRT as of Q2 2020.

  • Meeder Asset Management reported no remaining Oportun Financial position as of Q2 2020 after selling out during the quarter.
  • Meeder Asset Management sold 846 Oportun Financial shares in Q2 2020, an estimated $9K.
  • Meeder Asset Management first reported a position in Oportun Financial in Q1 2020 and held it in 1 quarter.
  • Meeder Asset Management's Oportun Financial position peaked at $9K in Q1 2020.
  • 70 funds tracked by Wall St. Rank held Oportun Financial as of Q2 2020.

Based on Meeder Asset Management's 13F filing for Q2 2020, filed 11 Aug 2020.