MWM
OPLN

Mission Wealth Management’s Openlane OPLN Stock Holding History

Mission 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
2024
Q3 		– Sell
-11,438
Closed -$190K – 701
2024
Q2 		$190K Sell
11,438
-257
-2% -$4.41K 0.01% 623
2024
Q1 		$202K Hold
11,695
– – 0.01% 647
2023
Q4 		$173K Sell
11,695
-95
-0.8% -$1.38K 0.01% 566
2023
Q3 		$176K Sell
11,790
-165
-1% -$2.54K 0.01% 526
2023
Q2 		$182K Sell
11,955
-1,384
-10% -$20.2K 0.01% 527
2023
Q1 		$182K Sell
13,339
-1,031
-7% -$14.3K 0.01% 516
2022
Q4 		$188K Sell
14,370
-1,817
-11% -$24.4K 0.01% 492
2022
Q3 		$181K Sell
16,187
-4,829
-23% -$72.5K 0.01% 471
2022
Q2 		$310K Sell
21,016
-3,755
-15% -$58.9K 0.02% 386
2022
Q1 		$447K Buy
24,771
+714
+3% +$11.4K 0.02% 335
2021
Q4 		$376K Buy
24,057
+368
+2% +$5.63K 0.02% 378
2021
Q3 		$388K Buy
23,689
+450
+2% +$7.59K 0.02% 353
2021
Q2 		$408K Sell
23,239
-4,968
-18% -$84.2K 0.02% 328
2021
Q1 		$423K Buy
28,207
+5,898
+26% +$100K 0.02% 294
2020
Q4 		$415K Buy
22,309
+10,764
+93% +$186K 0.03% 278
2020
Q3 		$166K Buy
+11,545
New +$180K 0.01% 350
2019
Q2 		– Sell
-13,855
Closed -$269K – 326
2019
Q1 		$269K Buy
13,855
+2,072
+18% +$39.1K 0.03% 247
2018
Q4 		$213K Buy
11,783
+282
+2% +$5.85K 0.03% 250
2018
Q3 		$260K Buy
11,501
+436
+4% +$10.1K 0.03% 231
2018
Q2 		$230K Buy
+11,065
New +$225K 0.03% 231

Other funds holding OPLN

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
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
SM
Sunriver Management Greenwich, Connecticut $591M AUM 2.74% 1-Year Est. Return

Mission Wealth Management's OPLN Position: Q3 2024 in Review

Mission Wealth Management sold out of Openlane (OPLN) in Q3 2024, closing a stake of 11,438 shares — an estimated $190K sold.

Mission Wealth Management first reported a position in OPLN in Q2 2018 and held it in 20 quarters. The position peaked at $447K in Q1 2022. 229 funds tracked by Wall St. Rank hold OPLN as of Q3 2024.

  • Mission Wealth Management reported no remaining Openlane position as of Q3 2024 after selling out during the quarter.
  • Mission Wealth Management sold 11,438 Openlane shares in Q3 2024, an estimated $190K.
  • Mission Wealth Management first reported a position in Openlane in Q2 2018 and held it in 20 quarters.
  • Mission Wealth Management's Openlane position peaked at $447K in Q1 2022.
  • 229 funds tracked by Wall St. Rank held Openlane as of Q3 2024.

Based on Mission Wealth Management's 13F filing for Q3 2024, filed 31 Oct 2024.