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Parametric Portfolio Associates’s Oportun Financial OPRT Stock Holding History

Parametric Portfolio Associates’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
2022
Q1 		$284K Buy
19,762
+9,068
+85% +$151K ﹤0.01% 3303
2021
Q4 		$217K Buy
+10,694
New +$250K ﹤0.01% 3393

Other funds holding OPRT

IVMX
Institutional Venture Management XIV Menlo Park, California $67.7M AUM 8.12% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
ACM
Ashford Capital Management Wilmington, Delaware $933M AUM 56.2% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GCGM
General Catalyst Group Management Cambridge, Massachusetts $189M AUM 10.96% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
GCM
Glynn Capital Management Menlo Park, California $363M AUM 65.91% 1-Year Est. Return

Parametric Portfolio Associates's OPRT Position: Q1 2022 in Review

Parametric Portfolio Associates increased its Oportun Financial (OPRT) stake by 85% in Q1 2022, buying an estimated $151K and bringing the position to 19,762 shares worth $284K. The position accounts for ﹤0.01% of the portfolio, ranked #3303.

Parametric Portfolio Associates first reported a position in OPRT in Q4 2021 and has held it in 2 quarters since. 112 funds tracked by Wall St. Rank hold OPRT as of Q1 2022.

  • Parametric Portfolio Associates held 19,762 shares of Oportun Financial worth $284K as of Q1 2022.
  • Parametric Portfolio Associates bought 9,068 Oportun Financial shares in Q1 2022, an estimated $151K.
  • Oportun Financial made up ﹤0.01% of Parametric Portfolio Associates's portfolio in Q1 2022, its #3303 holding.
  • Parametric Portfolio Associates first reported a position in Oportun Financial in Q4 2021 and has held it in 2 quarters since.
  • 112 funds tracked by Wall St. Rank held Oportun Financial as of Q1 2022.

Based on Parametric Portfolio Associates's 13F filing for Q1 2022, filed 16 May 2022.