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Mirabella Financial Services’s Oportun Financial OPRT Stock Holding History

Mirabella Financial Services’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
Q3 		– Sell
-18,697
Closed -$112K – 556
2023
Q2 		$112K Buy
+18,697
New +$91.8K 0.01% 445

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EH
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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
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
LFCM
Long Focus Capital Management San Juan, Puerto Rico $3.8B AUM 7.31% 1-Year Est. Return
MA
Madrone Advisors Menlo Park, California $1.03B AUM 20.53% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
GCM
Glynn Capital Management Menlo Park, California $209M AUM 31.14% 1-Year Est. Return

Mirabella Financial Services's OPRT Position: Q3 2023 in Review

Mirabella Financial Services sold out of Oportun Financial (OPRT) in Q3 2023, closing a stake of 18,697 shares — an estimated $112K sold.

Mirabella Financial Services first reported a position in OPRT in Q2 2023 and held it in 1 quarter. The position peaked at $112K in Q2 2023. 91 funds tracked by Wall St. Rank hold OPRT as of Q3 2023.

  • Mirabella Financial Services reported no remaining Oportun Financial position as of Q3 2023 after selling out during the quarter.
  • Mirabella Financial Services sold 18,697 Oportun Financial shares in Q3 2023, an estimated $112K.
  • Mirabella Financial Services first reported a position in Oportun Financial in Q2 2023 and held it in 1 quarter.
  • Mirabella Financial Services's Oportun Financial position peaked at $112K in Q2 2023.
  • 91 funds tracked by Wall St. Rank held Oportun Financial as of Q3 2023.

Based on Mirabella Financial Services's 13F filing for Q3 2023, filed 13 Nov 2023.