OFW
OPLN

Omnia Family Wealth’s Openlane OPLN Stock Holding History

Omnia Family Wealth’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
2019
Q2 		– Sell
-428
Closed -$8K – 318
2019
Q1 		$8K Hold
428
– – ﹤0.01% 278
2018
Q4 		$8K Hold
428
– – ﹤0.01% 257
2018
Q3 		$10K Hold
428
– – ﹤0.01% 260
2018
Q2 		$9K Hold
428
– – ﹤0.01% 262
2018
Q1 		$9K Sell
428
-830
-66% -$16.7K ﹤0.01% 269
2017
Q4 		$24K Buy
1,258
+830
+194% +$15.4K 0.01% 217
2017
Q3 		$8K Hold
428
– – ﹤0.01% 292
2017
Q2 		$7K Buy
428
+346
+422% +$5.63K ﹤0.01% 338
2017
Q1 		$1K Hold
82
– – ﹤0.01% 668
2016
Q4 		$1K Buy
+82
New +$1.31K ﹤0.01% 687

Other funds holding OPLN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return
GCM
Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

Omnia Family Wealth's OPLN Position: Q2 2019 in Review

Omnia Family Wealth sold out of Openlane (OPLN) in Q2 2019, closing a stake of 428 shares — an estimated $8K sold.

Omnia Family Wealth first reported a position in OPLN in Q4 2016 and held it in 10 quarters. The position peaked at $24K in Q4 2017. 348 funds tracked by Wall St. Rank hold OPLN as of Q2 2019.

  • Omnia Family Wealth reported no remaining Openlane position as of Q2 2019 after selling out during the quarter.
  • Omnia Family Wealth sold 428 Openlane shares in Q2 2019, an estimated $8K.
  • Omnia Family Wealth first reported a position in Openlane in Q4 2016 and held it in 10 quarters.
  • Omnia Family Wealth's Openlane position peaked at $24K in Q4 2017.
  • 348 funds tracked by Wall St. Rank held Openlane as of Q2 2019.

Based on Omnia Family Wealth's 13F filing for Q2 2019, filed 7 Aug 2019.