Piper Sandler & Co’s OppFi OPFI Stock Holding History

Piper Sandler & Co’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
2024 Q2	–	Sell	-59,438	Closed	-$149K	–	18
2024 Q1	$149K	Hold	59,438	–	–	0.1%	17
2023 Q4	$304K	Hold	59,438	–	–	0.23%	14
2023 Q3	$150K	Hold	59,438	–	–	0.14%	6
2023 Q2	$121K	Hold	59,438	–	–	0.13%	16
2023 Q1	$122K	Hold	59,438	–	–	0.08%	23
2022 Q4	$122K	Hold	59,438	–	–	0.13%	26
2022 Q3	$137K	Hold	59,438	–	–	0.11%	29
2022 Q2	$196K	Hold	59,438	–	–	0.18%	29
2022 Q1	$204K	Buy	+59,438	New	+$252K	0.15%	22
2021 Q4	–	Sell	-59,438	Closed	-$467K	–	24
2021 Q3	$467K	Buy	+59,438	New	+$523K	0.64%	10

Other funds holding OPFI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LB Partners Charlottesville, Virginia $112M AUM 11% 1-Year Est. Return

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

ECM

Elgethun Capital Management Sioux Falls, South Dakota $605M AUM 12.89% 1-Year Est. Return

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

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

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

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Piper Sandler & Co's OPFI Position: Q2 2024 in Review

Piper Sandler & Co sold out of OppFi (OPFI) in Q2 2024, closing a stake of 59,438 shares — an estimated $149K sold.

Piper Sandler & Co first reported a position in OPFI in Q3 2021 and held it in 10 quarters. The position peaked at $467K in Q3 2021. 68 funds tracked by Wall St. Rank hold OPFI as of Q2 2024.

Piper Sandler & Co reported no remaining OppFi position as of Q2 2024 after selling out during the quarter.
Piper Sandler & Co sold 59,438 OppFi shares in Q2 2024, an estimated $149K.
Piper Sandler & Co first reported a position in OppFi in Q3 2021 and held it in 10 quarters.
Piper Sandler & Co's OppFi position peaked at $467K in Q3 2021.
68 funds tracked by Wall St. Rank held OppFi as of Q2 2024.

Based on Piper Sandler & Co's 13F filing for Q2 2024, filed 8 Aug 2024.