SAM
OPRT icon

Symphony Asset Management’s Oportun Financial OPRT Stock Holding History

Symphony Asset Management’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
Q1 		– Sell
-9,292
Closed -$221K – 126
2019
Q4 		$221K Buy
+9,292
New +$171K 0.05% 153

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
GCM
Glynn Capital Management Menlo Park, California $209M AUM 31.14% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACM
Ashford Capital Management Wilmington, Delaware $809M AUM 35.1% 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

Symphony Asset Management's OPRT Position: Q1 2020 in Review

Symphony Asset Management sold out of Oportun Financial (OPRT) in Q1 2020, closing a stake of 9,292 shares — an estimated $221K sold.

Symphony Asset Management first reported a position in OPRT in Q4 2019 and held it in 1 quarter. The position peaked at $221K in Q4 2019. 63 funds tracked by Wall St. Rank hold OPRT as of Q1 2020.

  • Symphony Asset Management reported no remaining Oportun Financial position as of Q1 2020 after selling out during the quarter.
  • Symphony Asset Management sold 9,292 Oportun Financial shares in Q1 2020, an estimated $221K.
  • Symphony Asset Management first reported a position in Oportun Financial in Q4 2019 and held it in 1 quarter.
  • Symphony Asset Management's Oportun Financial position peaked at $221K in Q4 2019.
  • 63 funds tracked by Wall St. Rank held Oportun Financial as of Q1 2020.

Based on Symphony Asset Management's 13F filing for Q1 2020, filed 12 May 2020.