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New York Life Investment Management’s Oportun Financial OPRT Stock Holding History

New York Life Investment 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
2023
Q1 		– Sell
-39,500
Closed -$218K – 1336
2022
Q4 		$218K Buy
39,500
+4,452
+13% +$23.3K ﹤0.01% 1169
2022
Q3 		$153K Buy
35,048
+2,573
+8% +$18.3K ﹤0.01% 1197
2022
Q2 		$269K Buy
+32,475
New +$374K ﹤0.01% 1185

Other funds holding OPRT

IVMX
Institutional Venture Management XIV Menlo Park, California $67.7M AUM 8.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EH
EMG Holdings Old Greenwich, Connecticut $397M AUM 9.97% 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
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
MA
Madrone Advisors Menlo Park, California $1.03B AUM 20.53% 1-Year Est. Return
LFCM
Long Focus Capital Management San Juan, Puerto Rico $3.8B AUM 7.31% 1-Year Est. Return
GCM
Glynn Capital Management Menlo Park, California $363M AUM 65.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

New York Life Investment Management's OPRT Position: Q1 2023 in Review

New York Life Investment Management sold out of Oportun Financial (OPRT) in Q1 2023, closing a stake of 39,500 shares — an estimated $218K sold.

New York Life Investment Management first reported a position in OPRT in Q2 2022 and held it in 3 quarters. The position peaked at $269K in Q2 2022. 97 funds tracked by Wall St. Rank hold OPRT as of Q1 2023.

  • New York Life Investment Management reported no remaining Oportun Financial position as of Q1 2023 after selling out during the quarter.
  • New York Life Investment Management sold 39,500 Oportun Financial shares in Q1 2023, an estimated $218K.
  • New York Life Investment Management first reported a position in Oportun Financial in Q2 2022 and held it in 3 quarters.
  • New York Life Investment Management's Oportun Financial position peaked at $269K in Q2 2022.
  • 97 funds tracked by Wall St. Rank held Oportun Financial as of Q1 2023.

Based on New York Life Investment Management's 13F filing for Q1 2023, filed 8 May 2023.