PWPS
LPRO

Pinnacle Wealth Planning Services’s Open Lending Corp LPRO Stock Holding History

Pinnacle Wealth Planning Services’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
2023
Q1 		– Sell
-11,702
Closed -$79K – 494
2022
Q4 		$79K Buy
+11,702
New +$82.4K 0.01% 412

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
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
BSM
Bregal Sagemount Management New York $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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pinnacle Wealth Planning Services's LPRO Position: Q1 2023 in Review

Pinnacle Wealth Planning Services sold out of Open Lending Corp (LPRO) in Q1 2023, closing a stake of 11,702 shares — an estimated $79K sold.

Pinnacle Wealth Planning Services first reported a position in LPRO in Q4 2022 and held it in 1 quarter. The position peaked at $79K in Q4 2022. 160 funds tracked by Wall St. Rank hold LPRO as of Q1 2023.

  • Pinnacle Wealth Planning Services reported no remaining Open Lending Corp position as of Q1 2023 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 11,702 Open Lending Corp shares in Q1 2023, an estimated $79K.
  • Pinnacle Wealth Planning Services first reported a position in Open Lending Corp in Q4 2022 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Open Lending Corp position peaked at $79K in Q4 2022.
  • 160 funds tracked by Wall St. Rank held Open Lending Corp as of Q1 2023.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2023, filed 3 May 2023.