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Spire Wealth Management’s Oportun Financial OPRT Stock Holding History

Spire Wealth Management’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
2023
Q3 		– Sell
-607
Closed -$3.62K – 2439
2023
Q2 		$3.62K Hold
607
– – ﹤0.01% 2076
2023
Q1 		$2.34K Hold
607
– – ﹤0.01% 2234
2022
Q4 		$3K Hold
607
– – ﹤0.01% 1981
2022
Q3 		$3K Hold
607
– – ﹤0.01% 1877
2022
Q2 		$5K Hold
607
– – ﹤0.01% 2142
2022
Q1 		$9K Sell
607
-196
-24% -$3.27K ﹤0.01% 2069
2021
Q4 		$16K Hold
803
– – ﹤0.01% 2205
2021
Q3 		$20K Hold
803
– – ﹤0.01% 1857
2021
Q2 		$16K Hold
803
– – ﹤0.01% 1965
2021
Q1 		$17K Buy
+803
New +$14.7K ﹤0.01% 2218

Other funds holding OPRT

IVMX
Institutional Venture Management XIV Menlo Park, California $67.7M AUM 8.12% 1-Year Est. Return
EH
EMG Holdings Old Greenwich, Connecticut $397M AUM 9.97% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
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
PWAM
Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return
LFCM
Long Focus Capital Management San Juan, Puerto Rico $3.8B AUM 7.31% 1-Year Est. Return
MA
Madrone Advisors Menlo Park, California $1.03B AUM 20.53% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
GCM
Glynn Capital Management Menlo Park, California $209M AUM 31.14% 1-Year Est. Return

Spire Wealth Management's OPRT Position: Q3 2023 in Review

Spire Wealth Management sold out of Oportun Financial (OPRT) in Q3 2023, closing a stake of 607 shares — an estimated $3.62K sold.

Spire Wealth Management first reported a position in OPRT in Q1 2021 and held it in 10 quarters. The position peaked at $20K in Q3 2021. 91 funds tracked by Wall St. Rank hold OPRT as of Q3 2023.

  • Spire Wealth Management reported no remaining Oportun Financial position as of Q3 2023 after selling out during the quarter.
  • Spire Wealth Management sold 607 Oportun Financial shares in Q3 2023, an estimated $3.62K.
  • Spire Wealth Management first reported a position in Oportun Financial in Q1 2021 and held it in 10 quarters.
  • Spire Wealth Management's Oportun Financial position peaked at $20K in Q3 2021.
  • 91 funds tracked by Wall St. Rank held Oportun Financial as of Q3 2023.

Based on Spire Wealth Management's 13F filing for Q3 2023, filed 8 Nov 2023.