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TCI Wealth Advisors’s Oportun Financial OPRT Stock Holding History

TCI Wealth Advisors’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
2023
Q2 		– Sell
-686
Closed -$2.65K – 1592
2023
Q1 		$2.65K Hold
686
– – ﹤0.01% 1900
2022
Q4 		$3.78K Buy
+686
New +$3.59K ﹤0.01% 1712
2022
Q3 		– Sell
-368
Closed -$3K – 2492
2022
Q2 		$3K Buy
368
+85
+30% +$980 ﹤0.01% 1857
2022
Q1 		$4K Buy
+283
New +$4.72K ﹤0.01% 1757

Other funds holding OPRT

IVMX
Institutional Venture Management XIV Menlo Park, California $67.7M AUM 8.12% 1-Year Est. Return
EH
EMG Holdings Old Greenwich, Connecticut $397M AUM 9.97% 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
PWAM
Park West Asset Management San Francisco, California $1.18B AUM 47.25% 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
LFCM
Long Focus Capital Management San Juan, Puerto Rico $3.8B AUM 7.31% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
MA
Madrone Advisors Menlo Park, California $1.03B AUM 20.53% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

TCI Wealth Advisors sold out of Oportun Financial (OPRT) in Q2 2023, closing a stake of 686 shares — an estimated $2.65K sold.

TCI Wealth Advisors first reported a position in OPRT in Q1 2022 and held it in 4 quarters. The position peaked at $4K in Q1 2022. 92 funds tracked by Wall St. Rank hold OPRT as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Oportun Financial position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 686 Oportun Financial shares in Q2 2023, an estimated $2.65K.
  • TCI Wealth Advisors first reported a position in Oportun Financial in Q1 2022 and held it in 4 quarters.
  • TCI Wealth Advisors's Oportun Financial position peaked at $4K in Q1 2022.
  • 92 funds tracked by Wall St. Rank held Oportun Financial as of Q2 2023.

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