PFPT
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Pinnacle Financial Partners (Tennessee)’s Oportun Financial OPRT Stock Holding History

Pinnacle Financial Partners (Tennessee)’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
Q4 		– Sell
-20
Closed – – 582
2022
Q3 		$0 Buy
+20
New +$142 ﹤0.01% 556

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PWAM
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Wellington Management Group
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ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
GCGM
General Catalyst Group Management Cambridge, Massachusetts $184M AUM 50.45% 1-Year Est. Return
MA
Madrone Advisors Menlo Park, California $1.03B AUM 20.53% 1-Year Est. Return
EH
EMG Holdings Old Greenwich, Connecticut $397M AUM 9.97% 1-Year Est. Return

Pinnacle Financial Partners (Tennessee)'s OPRT Position: Q4 2022 in Review

Pinnacle Financial Partners (Tennessee) sold out of Oportun Financial (OPRT) in Q4 2022, closing a stake of 20 shares.

Pinnacle Financial Partners (Tennessee) first reported a position in OPRT in Q3 2022 and held it in 1 quarter. The position peaked at $0 in Q3 2022. 120 funds tracked by Wall St. Rank hold OPRT as of Q4 2022.

  • Pinnacle Financial Partners (Tennessee) reported no remaining Oportun Financial position as of Q4 2022 after selling out during the quarter.
  • Pinnacle Financial Partners (Tennessee) sold 20 Oportun Financial shares in Q4 2022.
  • Pinnacle Financial Partners (Tennessee) first reported a position in Oportun Financial in Q3 2022 and held it in 1 quarter.
  • Pinnacle Financial Partners (Tennessee)'s Oportun Financial position peaked at $0 in Q3 2022.
  • 120 funds tracked by Wall St. Rank held Oportun Financial as of Q4 2022.

Based on Pinnacle Financial Partners (Tennessee)'s 13F filing for Q4 2022, filed 3 Feb 2023.