PFGIA
LPRO

Patriot Financial Group Insurance Agency’s Open Lending Corp LPRO Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio LPRO Stock Details LPRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-179
Closed -$2K – 1280
2022
Q2 		$2K Sell
179
-49
-21% -$656 ﹤0.01% 1777
2022
Q1 		$4K Buy
228
+210
+1,167% +$4.03K ﹤0.01% 1696
2021
Q4 		$0 Sell
18
-19
-51% -$538 ﹤0.01% 2210
2021
Q3 		$1K Buy
37
+14
+61% +$535 ﹤0.01% 2066
2021
Q2 		$1K Sell
23
-28
-55% -$1.08K ﹤0.01% 1991
2021
Q1 		$2K Buy
+51
New +$1.92K ﹤0.01% 1787

Other funds holding LPRO

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
BI
Bregal Investments New York $60.8M AUM 77.71% 1-Year Est. Return
BNAGPJ
Bregal North America General Partner Jersey St. Helier, Jersey $55.4M AUM 8.96% 1-Year Est. Return
BSI
Bregal Sagemount I St. Helier, Jersey $55.4M AUM 8.96% 1-Year Est. Return
TWCM
True Wind Capital Management San Francisco, California $226M AUM 2.79% 1-Year Est. Return
SDJVC
St. Denis J. Villere & Co New Orleans, Louisiana $907M AUM 10.61% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Patriot Financial Group Insurance Agency's LPRO Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Open Lending Corp (LPRO) in Q3 2022, closing a stake of 179 shares — an estimated $2K sold.

Patriot Financial Group Insurance Agency first reported a position in LPRO in Q1 2021 and held it in 6 quarters. The position peaked at $4K in Q1 2022. 194 funds tracked by Wall St. Rank hold LPRO as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Open Lending Corp position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 179 Open Lending Corp shares in Q3 2022, an estimated $2K.
  • Patriot Financial Group Insurance Agency first reported a position in Open Lending Corp in Q1 2021 and held it in 6 quarters.
  • Patriot Financial Group Insurance Agency's Open Lending Corp position peaked at $4K in Q1 2022.
  • 194 funds tracked by Wall St. Rank held Open Lending Corp as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.