SWM
OPLN

Spire Wealth Management’s Openlane OPLN Stock Holding History

Spire Wealth Management’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
Q2 		– Sell
-17,700
Closed -$274K – 2784
2021
Q1 		$274K Buy
+17,700
New +$301K 0.01% 920

Other funds holding OPLN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Boston Partners
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
PIM
Paradice Investment Management Denver, Colorado $532M AUM 29.6% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Spire Wealth Management's OPLN Position: Q2 2021 in Review

Spire Wealth Management sold out of Openlane (OPLN) in Q2 2021, closing a stake of 17,700 shares — an estimated $274K sold.

Spire Wealth Management first reported a position in OPLN in Q1 2021 and held it in 1 quarter. The position peaked at $274K in Q1 2021. 255 funds tracked by Wall St. Rank hold OPLN as of Q2 2021.

  • Spire Wealth Management reported no remaining Openlane position as of Q2 2021 after selling out during the quarter.
  • Spire Wealth Management sold 17,700 Openlane shares in Q2 2021, an estimated $274K.
  • Spire Wealth Management first reported a position in Openlane in Q1 2021 and held it in 1 quarter.
  • Spire Wealth Management's Openlane position peaked at $274K in Q1 2021.
  • 255 funds tracked by Wall St. Rank held Openlane as of Q2 2021.

Based on Spire Wealth Management's 13F filing for Q2 2021, filed 26 Jul 2021.