OLVIG
OPFI icon

Oliver Lagore Vanvalin Investment Group’s OppFi OPFI Stock Holding History

Oliver Lagore Vanvalin Investment Group’s Portfolio OPFI Stock Details OPFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1,250
Closed -$4.24K – 743
2024
Q2 		$4.24K Hold
1,250
– – ﹤0.01% 523
2024
Q1 		$3.13K Hold
1,250
– – ﹤0.01% 575
2023
Q4 		$6.4K Hold
1,250
– – ﹤0.01% 488
2023
Q3 		$3.15K Hold
1,250
– – ﹤0.01% 632
2023
Q2 		$2.55K Hold
1,250
– – ﹤0.01% 631
2023
Q1 		$2.56K Hold
1,250
– – ﹤0.01% 567
2022
Q4 		$2.56K Buy
1,250
+750
+150% +$1.69K ﹤0.01% 534
2022
Q3 		$1K Hold
500
– – ﹤0.01% 598
2022
Q2 		$2K Hold
500
– – ﹤0.01% 506
2022
Q1 		$2K Buy
+500
New +$2.12K ﹤0.01% 512

Other funds holding OPFI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LP
LB Partners Charlottesville, Virginia $112M AUM 11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ECM
Elgethun Capital Management Sioux Falls, South Dakota $718M AUM 18.6% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's OPFI Position: Q3 2024 in Review

Oliver Lagore Vanvalin Investment Group sold out of OppFi (OPFI) in Q3 2024, closing a stake of 1,250 shares — an estimated $4.24K sold.

Oliver Lagore Vanvalin Investment Group first reported a position in OPFI in Q1 2022 and held it in 10 quarters. The position peaked at $6.4K in Q4 2023. 82 funds tracked by Wall St. Rank hold OPFI as of Q3 2024.

  • Oliver Lagore Vanvalin Investment Group reported no remaining OppFi position as of Q3 2024 after selling out during the quarter.
  • Oliver Lagore Vanvalin Investment Group sold 1,250 OppFi shares in Q3 2024, an estimated $4.24K.
  • Oliver Lagore Vanvalin Investment Group first reported a position in OppFi in Q1 2022 and held it in 10 quarters.
  • Oliver Lagore Vanvalin Investment Group's OppFi position peaked at $6.4K in Q4 2023.
  • 82 funds tracked by Wall St. Rank held OppFi as of Q3 2024.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q3 2024, filed 4 Nov 2024.