Ropes Wealth Advisors’s Openlane OPLN Stock Holding History

Ropes Wealth Advisors’s Portfolio OPLN Stock Details OPLN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-300	Closed	-$6K	–	524
2020 Q4	$6K	Hold	300	–	–	﹤0.01%	562
2020 Q3	$4K	Hold	300	–	–	﹤0.01%	570
2020 Q2	$4K	Hold	300	–	–	﹤0.01%	500
2020 Q1	$4K	Hold	300	–	–	﹤0.01%	467
2019 Q4	$7K	Hold	300	–	–	﹤0.01%	487
2019 Q3	$7K	Hold	300	–	–	﹤0.01%	501
2019 Q2	$8K	Buy	+300	New	+$6.46K	﹤0.01%	492
2018 Q1	–	Sell	-103	Closed	-$2K	–	675
2017 Q4	$2K	Buy	+103	New	+$1.91K	﹤0.01%	723

Other funds holding OPLN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

CCMLC

Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

SCM

Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

MAMU

Marathon Asset Management (UK) London, United Kingdom $2.61B AUM 27.14% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ropes Wealth Advisors's OPLN Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of Openlane (OPLN) in Q1 2021, closing a stake of 300 shares — an estimated $6K sold.

Ropes Wealth Advisors first reported a position in OPLN in Q4 2017 and held it in 8 quarters. The position peaked at $8K in Q2 2019. 264 funds tracked by Wall St. Rank hold OPLN as of Q1 2021.

Ropes Wealth Advisors reported no remaining Openlane position as of Q1 2021 after selling out during the quarter.
Ropes Wealth Advisors sold 300 Openlane shares in Q1 2021, an estimated $6K.
Ropes Wealth Advisors first reported a position in Openlane in Q4 2017 and held it in 8 quarters.
Ropes Wealth Advisors's Openlane position peaked at $8K in Q2 2019.
264 funds tracked by Wall St. Rank held Openlane as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.