TWP
LPRO

TFO Wealth Partners’s Open Lending Corp LPRO Stock Holding History

TFO Wealth Partners’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
Q4 		– Sell
-30
Closed -$315 – 1025
2023
Q3 		$315 Buy
+30
New +$274 ﹤0.01% 636

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
TWCM
True Wind Capital Management San Francisco, California $226M AUM 2.79% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WCAU
Working Capital Advisors (UK) London, United Kingdom $59.1M AUM 3.38% 1-Year Est. Return
CC
Cannell Capital Alta, Wyoming $163M AUM 40.62% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

TFO Wealth Partners's LPRO Position: Q4 2023 in Review

TFO Wealth Partners sold out of Open Lending Corp (LPRO) in Q4 2023, closing a stake of 30 shares — an estimated $315 sold.

TFO Wealth Partners first reported a position in LPRO in Q3 2023 and held it in 1 quarter. The position peaked at $315 in Q3 2023. 137 funds tracked by Wall St. Rank hold LPRO as of Q4 2023.

  • TFO Wealth Partners reported no remaining Open Lending Corp position as of Q4 2023 after selling out during the quarter.
  • TFO Wealth Partners sold 30 Open Lending Corp shares in Q4 2023, an estimated $315.
  • TFO Wealth Partners first reported a position in Open Lending Corp in Q3 2023 and held it in 1 quarter.
  • TFO Wealth Partners's Open Lending Corp position peaked at $315 in Q3 2023.
  • 137 funds tracked by Wall St. Rank held Open Lending Corp as of Q4 2023.

Based on TFO Wealth Partners's 13F filing for Q4 2023, filed 12 Feb 2024.