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Red Tortoise LLC’s Oportun Financial OPRT Stock Holding History

Red Tortoise LLC’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
2023
Q2 		– Sell
-491
Closed -$1.9K – 606
2023
Q1 		$1.9K Hold
491
– – ﹤0.01% 451
2022
Q4 		$2.71K Buy
+491
New +$2.57K ﹤0.01% 420
2021
Q4 		– Sell
-491
Closed -$2K – 377
2021
Q3 		$2K Buy
+491
New +$11.3K ﹤0.01% 452

Other funds holding OPRT

IVMX
Institutional Venture Management XIV Menlo Park, California $67.7M AUM 8.12% 1-Year Est. Return
EH
EMG Holdings Old Greenwich, Connecticut $397M AUM 9.97% 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
PWAM
Park West Asset Management San Francisco, California $1.18B AUM 47.25% 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
LFCM
Long Focus Capital Management San Juan, Puerto Rico $3.8B AUM 7.31% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
MA
Madrone Advisors Menlo Park, California $1.03B AUM 20.53% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Red Tortoise LLC's OPRT Position: Q2 2023 in Review

Red Tortoise LLC sold out of Oportun Financial (OPRT) in Q2 2023, closing a stake of 491 shares — an estimated $1.9K sold.

Red Tortoise LLC first reported a position in OPRT in Q3 2021 and held it in 3 quarters. The position peaked at $2.71K in Q4 2022. 92 funds tracked by Wall St. Rank hold OPRT as of Q2 2023.

  • Red Tortoise LLC reported no remaining Oportun Financial position as of Q2 2023 after selling out during the quarter.
  • Red Tortoise LLC sold 491 Oportun Financial shares in Q2 2023, an estimated $1.9K.
  • Red Tortoise LLC first reported a position in Oportun Financial in Q3 2021 and held it in 3 quarters.
  • Red Tortoise LLC's Oportun Financial position peaked at $2.71K in Q4 2022.
  • 92 funds tracked by Wall St. Rank held Oportun Financial as of Q2 2023.

Based on Red Tortoise LLC's 13F filing for Q2 2023, filed 26 Jul 2023.