SWA
OPLN

Sutton Wealth Advisors’s Openlane OPLN Stock Holding History

Sutton Wealth Advisors’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
2023
Q1 		– Sell
-38
Closed -$496 – 1192
2022
Q4 		$496 Sell
38
-1,820
-98% -$24.4K ﹤0.01% 1493
2022
Q3 		$20.8K Buy
1,858
+505
+37% +$7.58K 0.01% 649
2022
Q2 		$20K Buy
1,353
+288
+27% +$4.51K 0.01% 677
2022
Q1 		$19.2K Buy
1,065
+1,031
+3,032% +$16.5K 0.01% 718
2021
Q4 		$531 Buy
+34
New +$521 ﹤0.01% 1505

Other funds holding OPLN

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
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
PIM
Paradice Investment Management Denver, Colorado $532M AUM 29.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Sutton Wealth Advisors's OPLN Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Openlane (OPLN) in Q1 2023, closing a stake of 38 shares — an estimated $496 sold.

Sutton Wealth Advisors first reported a position in OPLN in Q4 2021 and held it in 5 quarters. The position peaked at $20.8K in Q3 2022. 200 funds tracked by Wall St. Rank hold OPLN as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining Openlane position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 38 Openlane shares in Q1 2023, an estimated $496.
  • Sutton Wealth Advisors first reported a position in Openlane in Q4 2021 and held it in 5 quarters.
  • Sutton Wealth Advisors's Openlane position peaked at $20.8K in Q3 2022.
  • 200 funds tracked by Wall St. Rank held Openlane as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.