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Royce & Associates’s Oportun Financial OPRT Stock Holding History

Royce & Associates’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
2022
Q4 		– Sell
-15,125
Closed -$66K – 949
2022
Q3 		$66K Buy
+15,125
New +$108K ﹤0.01% 912

Other funds holding OPRT

IVMX
Institutional Venture Management XIV Menlo Park, California $67.7M AUM 8.12% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PWAM
Park West Asset Management San Francisco, California $1.47B AUM 86.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
GCGM
General Catalyst Group Management Cambridge, Massachusetts $189M AUM 10.96% 1-Year Est. Return
MA
Madrone Advisors Menlo Park, California $1.39B AUM 10.34% 1-Year Est. Return
EH
EMG Holdings Old Greenwich, Connecticut $125M AUM 8.69% 1-Year Est. Return

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

Royce & Associates sold out of Oportun Financial (OPRT) in Q4 2022, closing a stake of 15,125 shares — an estimated $66K sold.

Royce & Associates first reported a position in OPRT in Q3 2022 and held it in 1 quarter. The position peaked at $66K in Q3 2022. 119 funds tracked by Wall St. Rank hold OPRT as of Q4 2022.

  • Royce & Associates reported no remaining Oportun Financial position as of Q4 2022 after selling out during the quarter.
  • Royce & Associates sold 15,125 Oportun Financial shares in Q4 2022, an estimated $66K.
  • Royce & Associates first reported a position in Oportun Financial in Q3 2022 and held it in 1 quarter.
  • Royce & Associates's Oportun Financial position peaked at $66K in Q3 2022.
  • 119 funds tracked by Wall St. Rank held Oportun Financial as of Q4 2022.

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