SFS
OPLN

Sowell Financial Services’s Openlane OPLN Stock Holding History

Sowell Financial Services’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
-19
Closed – – 3202
2020
Q4 		$0 Sell
19
-6
-24% -$104 ﹤0.01% 2773
2020
Q3 		$0 Sell
25
-44
-64% -$687 ﹤0.01% 2625
2020
Q2 		$1K Sell
69
-26
-27% -$357 ﹤0.01% 2324
2020
Q1 		$1K Sell
95
-92
-49% -$1.8K ﹤0.01% 2267
2019
Q4 		$4K Buy
187
+5
+3% +$114 ﹤0.01% 1976
2019
Q3 		$4K Buy
+182
New +$4.66K ﹤0.01% 1844

Other funds holding OPLN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
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 $5.79B AUM 33.56% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
MAMU
Marathon Asset Management (UK) London, United Kingdom $2.46B AUM 30.05% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Sowell Financial Services's OPLN Position: Q1 2021 in Review

Sowell Financial Services sold out of Openlane (OPLN) in Q1 2021, closing a stake of 19 shares.

Sowell Financial Services first reported a position in OPLN in Q3 2019 and held it in 6 quarters. The position peaked at $4K in Q4 2019. 265 funds tracked by Wall St. Rank hold OPLN as of Q1 2021.

  • Sowell Financial Services reported no remaining Openlane position as of Q1 2021 after selling out during the quarter.
  • Sowell Financial Services sold 19 Openlane shares in Q1 2021.
  • Sowell Financial Services first reported a position in Openlane in Q3 2019 and held it in 6 quarters.
  • Sowell Financial Services's Openlane position peaked at $4K in Q4 2019.
  • 265 funds tracked by Wall St. Rank held Openlane as of Q1 2021.

Based on Sowell Financial Services's 13F filing for Q1 2021, filed 7 May 2021.