Royce & Associates’s OppFi OPFI Stock Holding History

Royce & Associates’s Portfolio OPFI Stock Details OPFI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-35,779	Closed	-$82K	–	948
2022 Q3	$82K	Buy	+35,779	New	+$102K	﹤0.01%	908

Other funds holding OPFI

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

ECM

Elgethun Capital Management Sioux Falls, South Dakota $718M AUM 18.6% 1-Year Est. Return

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

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

Family Management New York $834M AUM 20.83% 1-Year Est. Return

ICM

Ionic Capital Management New York $1.37B AUM 48.26% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Royce & Associates's OPFI Position: Q4 2022 in Review

Royce & Associates sold out of OppFi (OPFI) in Q4 2022, closing a stake of 35,779 shares — an estimated $82K sold.

Royce & Associates first reported a position in OPFI in Q3 2022 and held it in 1 quarter. The position peaked at $82K in Q3 2022. 46 funds tracked by Wall St. Rank hold OPFI as of Q4 2022.

Royce & Associates reported no remaining OppFi position as of Q4 2022 after selling out during the quarter.
Royce & Associates sold 35,779 OppFi shares in Q4 2022, an estimated $82K.
Royce & Associates first reported a position in OppFi in Q3 2022 and held it in 1 quarter.
Royce & Associates's OppFi position peaked at $82K in Q3 2022.
46 funds tracked by Wall St. Rank held OppFi as of Q4 2022.

Based on Royce & Associates's 13F filing for Q4 2022, filed 13 Feb 2023.