NWWA
OPLN

New Wave Wealth Advisors’s Openlane OPLN Stock Holding History

New Wave Wealth 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
2025
Q1 		– Sell
-30
Closed -$595 – 412
2024
Q4 		$595 Buy
+30
New +$553 ﹤0.01% 659

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
HRCM
Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

New Wave Wealth Advisors's OPLN Position: Q1 2025 in Review

New Wave Wealth Advisors sold out of Openlane (OPLN) in Q1 2025, closing a stake of 30 shares — an estimated $595 sold.

New Wave Wealth Advisors first reported a position in OPLN in Q4 2024 and held it in 1 quarter. The position peaked at $595 in Q4 2024. 260 funds tracked by Wall St. Rank hold OPLN as of Q1 2025.

  • New Wave Wealth Advisors reported no remaining Openlane position as of Q1 2025 after selling out during the quarter.
  • New Wave Wealth Advisors sold 30 Openlane shares in Q1 2025, an estimated $595.
  • New Wave Wealth Advisors first reported a position in Openlane in Q4 2024 and held it in 1 quarter.
  • New Wave Wealth Advisors's Openlane position peaked at $595 in Q4 2024.
  • 260 funds tracked by Wall St. Rank held Openlane as of Q1 2025.

Based on New Wave Wealth Advisors's 13F filing for Q1 2025, filed 25 Apr 2025.