SWP
OPLN

Stratos Wealth Partners’s Openlane OPLN Stock Holding History

Stratos Wealth Partners’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
2020
Q3 		– Sell
-13,655
Closed -$188K – 1038
2020
Q2 		$188K Buy
+13,655
New +$187K 0.01% 908
2018
Q4 		– Sell
-12,473
Closed -$282K – 1699
2018
Q3 		$282K Sell
12,473
-40,663
-77% -$939K 0.01% 729
2018
Q2 		$1.1M Buy
53,136
+52,991
+36,546% +$1.08M 0.05% 336
2018
Q1 		$3K Sell
145
-101
-41% -$2.04K ﹤0.01% 2756
2017
Q4 		$5K Buy
+246
New +$4.56K ﹤0.01% 2392

Other funds holding OPLN

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
GCM
Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MCM
Melvin Capital Management New York $9.86B AUM 16.31% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Stratos Wealth Partners's OPLN Position: Q3 2020 in Review

Stratos Wealth Partners sold out of Openlane (OPLN) in Q3 2020, closing a stake of 13,655 shares — an estimated $188K sold.

Stratos Wealth Partners first reported a position in OPLN in Q4 2017 and held it in 5 quarters. The position peaked at $1.1M in Q2 2018. 296 funds tracked by Wall St. Rank hold OPLN as of Q3 2020.

  • Stratos Wealth Partners reported no remaining Openlane position as of Q3 2020 after selling out during the quarter.
  • Stratos Wealth Partners sold 13,655 Openlane shares in Q3 2020, an estimated $188K.
  • Stratos Wealth Partners first reported a position in Openlane in Q4 2017 and held it in 5 quarters.
  • Stratos Wealth Partners's Openlane position peaked at $1.1M in Q2 2018.
  • 296 funds tracked by Wall St. Rank held Openlane as of Q3 2020.

Based on Stratos Wealth Partners's 13F filing for Q3 2020, filed 29 Oct 2020.