Mount Yale Investment Advisors’s Openlane OPLN Stock Holding History

Mount Yale Investment Advisors’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
2021 Q1	–	Sell	-40,221	Closed	-$749K	–	432
2020 Q4	$749K	Sell	40,221 -24,165	-38%	-$417K	0.11%	208
2020 Q3	$927K	Sell	64,386 -6,361	-9%	-$99.4K	0.13%	159
2020 Q2	$973K	Sell	70,747 -8,299	-10%	-$114K	0.17%	128
2020 Q1	$949K	Buy	79,046 +8,718	+12%	+$170K	0.21%	115
2019 Q4	$1.48M	Buy	70,328 +20,542	+41%	+$468K	0.26%	98
2019 Q3	$1.07M	Buy	49,786 +12,552	+34%	+$321K	0.19%	112
2019 Q2	$906K	Buy	+37,234	New	+$802K	0.17%	118
2018 Q4	–	Sell	-317	Closed	-$7K	–	542
2018 Q3	$7K	Hold	317	–	–	﹤0.01%	869
2018 Q2	$7K	Sell	317 -22,254	-99%	-$453K	﹤0.01%	887
2018 Q1	$463K	Buy	+22,571	New	+$455K	0.1%	185

Other funds holding OPLN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

CCMLC

Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

SCM

Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

MAMU

Marathon Asset Management (UK) London, United Kingdom $2.61B AUM 27.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Mount Yale Investment Advisors's OPLN Position: Q1 2021 in Review

Mount Yale Investment Advisors sold out of Openlane (OPLN) in Q1 2021, closing a stake of 40,221 shares — an estimated $749K sold.

Mount Yale Investment Advisors first reported a position in OPLN in Q1 2018 and held it in 10 quarters. The position peaked at $1.48M in Q4 2019. 265 funds tracked by Wall St. Rank hold OPLN as of Q1 2021.

Mount Yale Investment Advisors reported no remaining Openlane position as of Q1 2021 after selling out during the quarter.
Mount Yale Investment Advisors sold 40,221 Openlane shares in Q1 2021, an estimated $749K.
Mount Yale Investment Advisors first reported a position in Openlane in Q1 2018 and held it in 10 quarters.
Mount Yale Investment Advisors's Openlane position peaked at $1.48M in Q4 2019.
265 funds tracked by Wall St. Rank held Openlane as of Q1 2021.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2021, filed 4 May 2021.