PRW Wealth Management’s Openlane OPLN Stock Holding History

PRW Wealth Management’s Portfolio OPLN Stock Details OPLN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-137	Closed	-$3K	–	372
2019 Q1	$3K	Hold	137	–	–	﹤0.01%	463
2018 Q4	$2K	Buy	+137	New	+$2.84K	﹤0.01%	511

Other funds holding OPLN

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return

GCM

Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

PRW Wealth Management's OPLN Position: Q2 2019 in Review

PRW Wealth Management sold out of Openlane (OPLN) in Q2 2019, closing a stake of 137 shares — an estimated $3K sold.

PRW Wealth Management first reported a position in OPLN in Q4 2018 and held it in 2 quarters. The position peaked at $3K in Q1 2019. 348 funds tracked by Wall St. Rank hold OPLN as of Q2 2019.

PRW Wealth Management reported no remaining Openlane position as of Q2 2019 after selling out during the quarter.
PRW Wealth Management sold 137 Openlane shares in Q2 2019, an estimated $3K.
PRW Wealth Management first reported a position in Openlane in Q4 2018 and held it in 2 quarters.
PRW Wealth Management's Openlane position peaked at $3K in Q1 2019.
348 funds tracked by Wall St. Rank held Openlane as of Q2 2019.

Based on PRW Wealth Management's 13F filing for Q2 2019, filed 12 Aug 2019.