SignatureFD’s Oportun Financial OPRT Stock Holding History

SignatureFD’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 Q3	–	Sell	-49	Closed	–	–	3273
2022 Q2	$0	Buy	+49	New	+$565	﹤0.01%	3284

Other funds holding OPRT

IVMX

Institutional Venture Management XIV Menlo Park, California $67.7M AUM 8.12% 1-Year Est. Return

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

GCGM

General Catalyst Group Management Cambridge, Massachusetts $184M AUM 50.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PWAM

Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return

GCM

Glynn Capital Management Menlo Park, California $209M AUM 31.14% 1-Year Est. Return

SignatureFD's OPRT Position: Q3 2022 in Review

SignatureFD sold out of Oportun Financial (OPRT) in Q3 2022, closing a stake of 49 shares.

SignatureFD first reported a position in OPRT in Q2 2022 and held it in 1 quarter. The position peaked at $0 in Q2 2022. 116 funds tracked by Wall St. Rank hold OPRT as of Q3 2022.

SignatureFD reported no remaining Oportun Financial position as of Q3 2022 after selling out during the quarter.
SignatureFD sold 49 Oportun Financial shares in Q3 2022.
SignatureFD first reported a position in Oportun Financial in Q2 2022 and held it in 1 quarter.
SignatureFD's Oportun Financial position peaked at $0 in Q2 2022.
116 funds tracked by Wall St. Rank held Oportun Financial as of Q3 2022.

Based on SignatureFD's 13F filing for Q3 2022, filed 8 Nov 2022.