TWA
LPRO

TCI Wealth Advisors’s Open Lending Corp LPRO Stock Holding History

TCI Wealth Advisors’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
Q1 		– Sell
-946
Closed -$6.39K – 2589
2022
Q4 		$6.39K Buy
946
+945
+94,500% +$6.65K ﹤0.01% 1364
2022
Q3 		$0 Sell
1
-575
-100% -$5.81K ﹤0.01% 2450
2022
Q2 		$6K Buy
+576
New +$7.71K ﹤0.01% 1369
2022
Q1 		– Sell
-492
Closed -$11K – 2351
2021
Q4 		$11K Buy
492
+338
+219% +$9.58K ﹤0.01% 1101
2021
Q3 		$6K Buy
+154
New +$5.89K ﹤0.01% 1477

Other funds holding LPRO

WA
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BNAGPJ
Bregal North America General Partner Jersey St. Helier, Jersey $55.4M AUM 8.96% 1-Year Est. Return
BSI
Bregal Sagemount I St. Helier, Jersey $55.4M AUM 8.96% 1-Year Est. Return
BSM
Bregal Sagemount Management New York $55.4M AUM 8.96% 1-Year Est. Return
TWCM
True Wind Capital Management San Francisco, California $226M AUM 2.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TCI Wealth Advisors's LPRO Position: Q1 2023 in Review

TCI Wealth Advisors sold out of Open Lending Corp (LPRO) in Q1 2023, closing a stake of 946 shares — an estimated $6.39K sold.

TCI Wealth Advisors first reported a position in LPRO in Q3 2021 and held it in 5 quarters. The position peaked at $11K in Q4 2021. 160 funds tracked by Wall St. Rank hold LPRO as of Q1 2023.

  • TCI Wealth Advisors reported no remaining Open Lending Corp position as of Q1 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 946 Open Lending Corp shares in Q1 2023, an estimated $6.39K.
  • TCI Wealth Advisors first reported a position in Open Lending Corp in Q3 2021 and held it in 5 quarters.
  • TCI Wealth Advisors's Open Lending Corp position peaked at $11K in Q4 2021.
  • 160 funds tracked by Wall St. Rank held Open Lending Corp as of Q1 2023.

Based on TCI Wealth Advisors's 13F filing for Q1 2023, filed 3 May 2023.