Patriot Financial Group Insurance Agency’s OppFi OPFI Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio OPFI Stock Details OPFI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-11,252	Closed	-$28.4K	–	494
2023 Q3	$28.4K	Sell	11,252 -2,500	-18%	-$5.82K	0.01%	451
2023 Q2	$28.1K	Hold	13,752	–	–	0.01%	461
2023 Q1	$28.2K	Sell	13,752 -225	-2%	-$473	0.01%	450
2022 Q4	$28.7K	Buy	13,977 +125	+0.9%	+$282	﹤0.01%	423
2022 Q3	$32K	Sell	13,852 -1,876	-12%	-$5.35K	0.01%	394
2022 Q2	$52K	Buy	15,728 +650	+4%	+$2.1K	0.01%	719
2022 Q1	$52K	Sell	15,078 -15,500	-51%	-$65.7K	0.01%	764
2021 Q4	$139K	Buy	30,578 +15,476	+102%	+$93.2K	0.02%	551
2021 Q3	$119K	Buy	15,102 +8,852	+142%	+$77.9K	0.02%	593
2021 Q2	$64K	Buy	+6,250	New	+$63.5K	0.01%	768

Other funds holding OPFI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ECM

Elgethun Capital Management Sioux Falls, South Dakota $718M AUM 18.6% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

LB Partners Charlottesville, Virginia $147M AUM 29.28% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

EAM Investors Solana Beach, California $866M AUM 377.14% 1-Year Est. Return

Patriot Financial Group Insurance Agency's OPFI Position: Q4 2023 in Review

Patriot Financial Group Insurance Agency sold out of OppFi (OPFI) in Q4 2023, closing a stake of 11,252 shares — an estimated $28.4K sold.

Patriot Financial Group Insurance Agency first reported a position in OPFI in Q2 2021 and held it in 10 quarters. The position peaked at $139K in Q4 2021. 64 funds tracked by Wall St. Rank hold OPFI as of Q4 2023.

Patriot Financial Group Insurance Agency reported no remaining OppFi position as of Q4 2023 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 11,252 OppFi shares in Q4 2023, an estimated $28.4K.
Patriot Financial Group Insurance Agency first reported a position in OppFi in Q2 2021 and held it in 10 quarters.
Patriot Financial Group Insurance Agency's OppFi position peaked at $139K in Q4 2021.
64 funds tracked by Wall St. Rank held OppFi as of Q4 2023.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q4 2023, filed 19 Jan 2024.