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Putnam Investments’s Oportun Financial OPRT Stock Holding History

Putnam Investments’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
Q2 		– Sell
-15,874
Closed -$228K – 1194
2022
Q1 		$228K Buy
15,874
+2,628
+20% +$43.8K ﹤0.01% 1150
2021
Q4 		$268K Buy
+13,246
New +$310K ﹤0.01% 1129
2020
Q2 		– Sell
-1,693,949
Closed -$17.9M – 910
2020
Q1 		$17.9M Buy
+1,693,949
New +$32.5M 0.05% 226

Other funds holding OPRT

IVMX
Institutional Venture Management XIV Menlo Park, California $67.7M AUM 8.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACM
Ashford Capital Management Wilmington, Delaware $809M AUM 35.1% 1-Year Est. Return
GCGM
General Catalyst Group Management Cambridge, Massachusetts $184M AUM 50.45% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
GCM
Glynn Capital Management Menlo Park, California $209M AUM 31.14% 1-Year Est. Return

Putnam Investments's OPRT Position: Q2 2022 in Review

Putnam Investments sold out of Oportun Financial (OPRT) in Q2 2022, closing a stake of 15,874 shares — an estimated $228K sold.

Putnam Investments first reported a position in OPRT in Q1 2020 and held it in 3 quarters. The position peaked at $17.9M in Q1 2020. 118 funds tracked by Wall St. Rank hold OPRT as of Q2 2022.

  • Putnam Investments reported no remaining Oportun Financial position as of Q2 2022 after selling out during the quarter.
  • Putnam Investments sold 15,874 Oportun Financial shares in Q2 2022, an estimated $228K.
  • Putnam Investments first reported a position in Oportun Financial in Q1 2020 and held it in 3 quarters.
  • Putnam Investments's Oportun Financial position peaked at $17.9M in Q1 2020.
  • 118 funds tracked by Wall St. Rank held Oportun Financial as of Q2 2022.

Based on Putnam Investments's 13F filing for Q2 2022, filed 15 Aug 2022.