OFS
OPLN

OneAscent Financial Services’s Openlane OPLN Stock Holding History

OneAscent Financial Services’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
2020
Q1 		– Sell
-13,166
Closed -$287K – 171
2019
Q4 		$287K Buy
+13,166
New +$300K 0.16% 115

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
GCM
Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

OneAscent Financial Services's OPLN Position: Q1 2020 in Review

OneAscent Financial Services sold out of Openlane (OPLN) in Q1 2020, closing a stake of 13,166 shares — an estimated $287K sold.

OneAscent Financial Services first reported a position in OPLN in Q4 2019 and held it in 1 quarter. The position peaked at $287K in Q4 2019. 304 funds tracked by Wall St. Rank hold OPLN as of Q1 2020.

  • OneAscent Financial Services reported no remaining Openlane position as of Q1 2020 after selling out during the quarter.
  • OneAscent Financial Services sold 13,166 Openlane shares in Q1 2020, an estimated $287K.
  • OneAscent Financial Services first reported a position in Openlane in Q4 2019 and held it in 1 quarter.
  • OneAscent Financial Services's Openlane position peaked at $287K in Q4 2019.
  • 304 funds tracked by Wall St. Rank held Openlane as of Q1 2020.

Based on OneAscent Financial Services's 13F filing for Q1 2020, filed 14 Apr 2020.