OWA
OPLN

One Wealth Advisors’s Openlane OPLN Stock Holding History

One 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
2023
Q1 		– Sell
-1,434
Closed -$18.7K – 413
2022
Q4 		$18.7K Buy
+1,434
New +$19.2K ﹤0.01% 541

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
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
PIM
Paradice Investment Management Denver, Colorado $532M AUM 29.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

One Wealth Advisors's OPLN Position: Q1 2023 in Review

One Wealth Advisors sold out of Openlane (OPLN) in Q1 2023, closing a stake of 1,434 shares — an estimated $18.7K sold.

One Wealth Advisors first reported a position in OPLN in Q4 2022 and held it in 1 quarter. The position peaked at $18.7K in Q4 2022. 199 funds tracked by Wall St. Rank hold OPLN as of Q1 2023.

  • One Wealth Advisors reported no remaining Openlane position as of Q1 2023 after selling out during the quarter.
  • One Wealth Advisors sold 1,434 Openlane shares in Q1 2023, an estimated $18.7K.
  • One Wealth Advisors first reported a position in Openlane in Q4 2022 and held it in 1 quarter.
  • One Wealth Advisors's Openlane position peaked at $18.7K in Q4 2022.
  • 199 funds tracked by Wall St. Rank held Openlane as of Q1 2023.

Based on One Wealth Advisors's 13F filing for Q1 2023, filed 15 May 2023.