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Squar Milner Financial Services’s Oportun Financial OPRT Stock Holding History

Squar Milner Financial Services’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
2020
Q2 		– Sell
-2,203
Closed -$22K – 547
2020
Q1 		$22K Buy
2,203
+307
+16% +$5.89K 0.01% 457
2019
Q4 		$45K Buy
+1,896
New +$35K 0.02% 419

Other funds holding OPRT

IVMX
Institutional Venture Management XIV Menlo Park, California $67.7M AUM 8.12% 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
GCM
Glynn Capital Management Menlo Park, California $209M AUM 31.14% 1-Year Est. Return
ACM
Ashford Capital Management Wilmington, Delaware $809M AUM 35.1% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Squar Milner Financial Services's OPRT Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Oportun Financial (OPRT) in Q2 2020, closing a stake of 2,203 shares — an estimated $22K sold.

Squar Milner Financial Services first reported a position in OPRT in Q4 2019 and held it in 2 quarters. The position peaked at $45K in Q4 2019. 70 funds tracked by Wall St. Rank hold OPRT as of Q2 2020.

  • Squar Milner Financial Services reported no remaining Oportun Financial position as of Q2 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 2,203 Oportun Financial shares in Q2 2020, an estimated $22K.
  • Squar Milner Financial Services first reported a position in Oportun Financial in Q4 2019 and held it in 2 quarters.
  • Squar Milner Financial Services's Oportun Financial position peaked at $45K in Q4 2019.
  • 70 funds tracked by Wall St. Rank held Oportun Financial as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.