TCI Wealth Advisors’s Openlane OPLN Stock Holding History

TCI 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 Q2	–	Sell	-260	Closed	-$3.56K	–	1248
2023 Q1	$3.56K	Buy	260 +254	+4,233%	+$3.52K	﹤0.01%	1753
2022 Q4	$78	Hold	6	–	–	﹤0.01%	2411
2022 Q3	$0	Sell	6 -248	-98%	-$3.73K	﹤0.01%	2429
2022 Q2	$4K	Hold	254	–	–	﹤0.01%	1646
2022 Q1	$5K	Hold	254	–	–	﹤0.01%	1564
2021 Q4	$4K	Sell	254 -52	-17%	-$796	﹤0.01%	1841
2021 Q3	$5K	Buy	306 +182	+147%	+$3.07K	﹤0.01%	1609
2021 Q2	$2K	Buy	124 +6	+5%	+$102	﹤0.01%	2032
2021 Q1	$2K	Buy	118 +78	+195%	+$1.33K	﹤0.01%	1785
2020 Q4	$1K	Buy	40 +25	+167%	+$431	﹤0.01%	1398
2020 Q3	$0	Buy	+15	New	+$234	﹤0.01%	1589
2020 Q2	–	Sell	-476	Closed	-$6K	–	1561
2020 Q1	$6K	Buy	476 +12	+3%	+$234	﹤0.01%	676
2019 Q4	$10K	Buy	464 +127	+38%	+$2.9K	﹤0.01%	703
2019 Q3	$8K	Buy	337 +105	+45%	+$2.69K	﹤0.01%	690
2019 Q2	$6K	Sell	232 -381	-62%	-$8.21K	﹤0.01%	726
2019 Q1	$12K	Sell	613 -103	-14%	-$1.94K	0.01%	594
2018 Q4	$13K	Hold	716	–	–	0.01%	569
2018 Q3	$16K	Hold	716	–	–	0.01%	549
2018 Q2	$15K	Hold	716	–	–	0.01%	551
2018 Q1	$15K	Hold	716	–	–	0.01%	542
2017 Q4	$14K	Hold	716	–	–	0.01%	564
2017 Q3	$13K	Hold	716	–	–	0.01%	546
2017 Q2	$11K	Buy	716 +61	+9%	+$993	0.01%	568
2017 Q1	$11K	Sell	655 -6	-0.9%	-$102	0.01%	562
2016 Q4	$11K	Sell	661 -71	-10%	-$1.13K	0.01%	603
2016 Q3	$12K	Hold	732	–	–	0.01%	535
2016 Q2	$12K	Buy	+732	New	+$10.9K	0.01%	521
2016 Q1	–	Sell	-732	Closed	-$10K	–	1369
2015 Q4	$10K	Hold	732	–	–	0.01%	582
2015 Q3	$10K	Sell	732 -8	-1%	-$114	0.01%	510
2015 Q2	$10K	Hold	740	–	–	0.01%	523
2015 Q1	$11K	Buy	+740	New	+$10K	0.01%	441
2014 Q3	–	Sell	-761	Closed	-$9K	–	897
2014 Q2	$9K	Buy	+761	New	+$8.79K	0.01%	477

Other funds holding OPLN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 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

PIM

Paradice Investment Management Denver, Colorado $532M AUM 29.6% 1-Year Est. Return

CCMLC

Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

HRCM

Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return

TCI Wealth Advisors's OPLN Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Openlane (OPLN) in Q2 2023, closing a stake of 260 shares — an estimated $3.56K sold.

TCI Wealth Advisors first reported a position in OPLN in Q2 2014 and held it in 32 quarters. The position peaked at $16K in Q3 2018. 207 funds tracked by Wall St. Rank hold OPLN as of Q2 2023.

TCI Wealth Advisors reported no remaining Openlane position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 260 Openlane shares in Q2 2023, an estimated $3.56K.
TCI Wealth Advisors first reported a position in Openlane in Q2 2014 and held it in 32 quarters.
TCI Wealth Advisors's Openlane position peaked at $16K in Q3 2018.
207 funds tracked by Wall St. Rank held Openlane as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.