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Steward Partners Investment Advisory’s Oportun Financial OPRT Stock Holding History

Steward Partners Investment Advisory’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
2022
Q2 		– Sell
-154
Closed -$2K – 3331
2022
Q1 		$2K Buy
+154
New +$2.57K ﹤0.01% 3101
2021
Q2 		– Sell
-78
Closed -$1.61K – 7313
2021
Q1 		$1.61K Buy
+78
New +$1.43K ﹤0.01% 3259

Other funds holding OPRT

IVMX
Institutional Venture Management XIV Menlo Park, California $67.7M AUM 8.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACM
Ashford Capital Management Wilmington, Delaware $809M AUM 35.1% 1-Year Est. Return
GCGM
General Catalyst Group Management Cambridge, Massachusetts $184M AUM 50.45% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
GCM
Glynn Capital Management Menlo Park, California $209M AUM 31.14% 1-Year Est. Return

Steward Partners Investment Advisory's OPRT Position: Q2 2022 in Review

Steward Partners Investment Advisory sold out of Oportun Financial (OPRT) in Q2 2022, closing a stake of 154 shares — an estimated $2K sold.

Steward Partners Investment Advisory first reported a position in OPRT in Q1 2021 and held it in 2 quarters. The position peaked at $2K in Q1 2022. 118 funds tracked by Wall St. Rank hold OPRT as of Q2 2022.

  • Steward Partners Investment Advisory reported no remaining Oportun Financial position as of Q2 2022 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 154 Oportun Financial shares in Q2 2022, an estimated $2K.
  • Steward Partners Investment Advisory first reported a position in Oportun Financial in Q1 2021 and held it in 2 quarters.
  • Steward Partners Investment Advisory's Oportun Financial position peaked at $2K in Q1 2022.
  • 118 funds tracked by Wall St. Rank held Oportun Financial as of Q2 2022.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2022, filed 4 Aug 2022.