RWA
LPRO

RGT Wealth Advisors’s Open Lending Corp LPRO Stock Holding History

RGT Wealth Advisors’s Portfolio LPRO Stock Details LPRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$80K Hold
10,000
– – 0.01% 83
2022
Q2 		$102K Hold
10,000
– – 0.02% 87
2022
Q1 		$189K Hold
10,000
– – 0.03% 79
2021
Q4 		$225K Buy
+10,000
New +$283K 0.03% 83

Other funds holding LPRO

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
BI
Bregal Investments New York $60.8M AUM 77.71% 1-Year Est. Return
BNAGPJ
Bregal North America General Partner Jersey St. Helier, Jersey $55.4M AUM 8.96% 1-Year Est. Return
BSI
Bregal Sagemount I St. Helier, Jersey $55.4M AUM 8.96% 1-Year Est. Return
TWCM
True Wind Capital Management San Francisco, California $226M AUM 2.79% 1-Year Est. Return
SDJVC
St. Denis J. Villere & Co New Orleans, Louisiana $907M AUM 10.61% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

RGT Wealth Advisors's LPRO Position: Q3 2022 in Review

RGT Wealth Advisors held its Open Lending Corp (LPRO) position steady in Q3 2022 at 10,000 shares worth $80K. The position accounts for 0.01% of the portfolio, ranked #83.

RGT Wealth Advisors first reported a position in LPRO in Q4 2021 and has held it in 4 quarters since. The position peaked at $225K in Q4 2021. 194 funds tracked by Wall St. Rank hold LPRO as of Q3 2022.

  • RGT Wealth Advisors held 10,000 shares of Open Lending Corp worth $80K as of Q3 2022.
  • RGT Wealth Advisors left its Open Lending Corp share count unchanged in Q3 2022.
  • Open Lending Corp made up 0.01% of RGT Wealth Advisors's portfolio in Q3 2022, its #83 holding.
  • RGT Wealth Advisors first reported a position in Open Lending Corp in Q4 2021 and has held it in 4 quarters since.
  • RGT Wealth Advisors's Open Lending Corp position peaked at $225K in Q4 2021.
  • 194 funds tracked by Wall St. Rank held Open Lending Corp as of Q3 2022.

Based on RGT Wealth Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.