Reilly Financial Advisors’s Oportun Financial OPRT Stock Holding History

Reilly Financial Advisors’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
2021 Q4	$2K	Buy	+117	New	+$2.73K	﹤0.01%	1006

Other funds holding OPRT

IVMX

Institutional Venture Management XIV Menlo Park, California $67.7M AUM 8.12% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

ACM

Ashford Capital Management Wilmington, Delaware $933M AUM 56.2% 1-Year Est. Return

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

PAIM

Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

GCM

Glynn Capital Management Menlo Park, California $363M AUM 65.91% 1-Year Est. Return

RCGI

Ribbit Capital GP III Palo Alto, California $211M AUM 51.22% 1-Year Est. Return

Reilly Financial Advisors's OPRT Position: Q4 2021 in Review

Reilly Financial Advisors opened a new position in Oportun Financial (OPRT) in Q4 2021: 117 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #1006 among its holdings.

98 funds tracked by Wall St. Rank hold OPRT as of Q4 2021.

Reilly Financial Advisors held 117 shares of Oportun Financial worth $2K as of Q4 2021.
Oportun Financial was a new Reilly Financial Advisors position in Q4 2021.
Oportun Financial made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #1006 holding.
98 funds tracked by Wall St. Rank held Oportun Financial as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.