TWP
OPLN

TFO Wealth Partners’s Openlane OPLN Stock Holding History

TFO Wealth Partners’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
2024
Q2 		– Sell
-1
Closed -$17 – 419
2024
Q1 		$17 Sell
1
-10
-91% -$150 ﹤0.01% 771
2023
Q4 		$163 Hold
11
– – ﹤0.01% 702
2023
Q3 		$167 Buy
11
+10
+1,000% +$154 ﹤0.01% 886
2023
Q2 		$15 Hold
1
– – ﹤0.01% 821
2023
Q1 		$14 Sell
1
-13
-93% -$180 ﹤0.01% 805
2022
Q4 		$447 Buy
+14
New +$188 ﹤0.01% 493

Other funds holding OPLN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
SM
Sunriver Management Greenwich, Connecticut $591M AUM 2.74% 1-Year Est. Return

TFO Wealth Partners's OPLN Position: Q2 2024 in Review

TFO Wealth Partners sold out of Openlane (OPLN) in Q2 2024, closing a stake of 1 share — an estimated $17 sold.

TFO Wealth Partners first reported a position in OPLN in Q4 2022 and held it in 6 quarters. The position peaked at $447 in Q4 2022. 224 funds tracked by Wall St. Rank hold OPLN as of Q2 2024.

  • TFO Wealth Partners reported no remaining Openlane position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 1 Openlane share in Q2 2024, an estimated $17.
  • TFO Wealth Partners first reported a position in Openlane in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's Openlane position peaked at $447 in Q4 2022.
  • 224 funds tracked by Wall St. Rank held Openlane as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.