Steward Partners Investment Advisory’s Open Lending Corp LPRO Stock Holding History

Steward Partners Investment Advisory’s Portfolio LPRO Stock Details LPRO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-375	Closed	-$3.94K	–	3424
2023 Q2	$3.94K	Hold	375	–	–	﹤0.01%	2869
2023 Q1	$2.64K	Hold	375	–	–	﹤0.01%	2966
2022 Q4	$2.53K	Hold	375	–	–	﹤0.01%	2967
2022 Q3	$3K	Hold	375	–	–	﹤0.01%	2950
2022 Q2	$4K	Hold	375	–	–	﹤0.01%	2844
2022 Q1	$7K	Hold	375	–	–	﹤0.01%	2779
2021 Q4	$8K	Hold	375	–	–	﹤0.01%	2690
2021 Q3	$14K	Hold	375	–	–	﹤0.01%	2477
2021 Q2	$16K	Hold	375	–	–	﹤0.01%	5395
2021 Q1	$13.3K	Hold	375	–	–	﹤0.01%	2659
2020 Q4	$13K	Hold	375	–	–	﹤0.01%	2214
2020 Q3	$10K	Hold	375	–	–	﹤0.01%	2142
2020 Q2	$6K	Buy	+375	New	+$4.25K	﹤0.01%	2220

Other funds holding LPRO

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Bregal North America General Partner Jersey St. Helier, Jersey $55.4M AUM 8.96% 1-Year Est. Return

Bregal Sagemount I St. Helier, Jersey $55.4M AUM 8.96% 1-Year Est. Return

Bregal Sagemount Management New York $55.4M AUM 8.96% 1-Year Est. Return

True Wind Capital Management San Francisco, California $200M AUM 30.56% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Working Capital Advisors (UK) London, United Kingdom $59.1M AUM 3.38% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return