Rockefeller Capital Management
OPRT icon

Rockefeller Capital Management’s Oportun Financial OPRT Stock Holding History

Rockefeller Capital Management’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 		– Sell
-40
Closed -$1K – 3932
2021
Q3 		$1K Buy
+40
New +$922 ﹤0.01% 3602

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Rockefeller Capital Management's OPRT Position: Q4 2021 in Review

Rockefeller Capital Management sold out of Oportun Financial (OPRT) in Q4 2021, closing a stake of 40 shares — an estimated $1K sold.

Rockefeller Capital Management first reported a position in OPRT in Q3 2021 and held it in 1 quarter. The position peaked at $1K in Q3 2021. 98 funds tracked by Wall St. Rank hold OPRT as of Q4 2021.

  • Rockefeller Capital Management reported no remaining Oportun Financial position as of Q4 2021 after selling out during the quarter.
  • Rockefeller Capital Management sold 40 Oportun Financial shares in Q4 2021, an estimated $1K.
  • Rockefeller Capital Management first reported a position in Oportun Financial in Q3 2021 and held it in 1 quarter.
  • Rockefeller Capital Management's Oportun Financial position peaked at $1K in Q3 2021.
  • 98 funds tracked by Wall St. Rank held Oportun Financial as of Q4 2021.

Based on Rockefeller Capital Management's 13F filing for Q4 2021, filed 14 Feb 2022.