TWM
OPLN

Tradition Wealth Management’s Openlane OPLN Stock Holding History

Tradition Wealth Management’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
2022
Q4 		– Sell
-250
Closed -$3K – 1182
2022
Q3 		$3K Hold
250
– – ﹤0.01% 1150
2022
Q2 		$4K Hold
250
– – ﹤0.01% 996
2022
Q1 		$5K Hold
250
– – ﹤0.01% 1033
2021
Q4 		$4K Hold
250
– – ﹤0.01% 1088
2021
Q3 		$4K Hold
250
– – ﹤0.01% 1076
2021
Q2 		$4K Buy
+250
New +$4.24K ﹤0.01% 1098
2021
Q1 		– Sell
-250
Closed -$5K – 919
2020
Q4 		$5K Buy
+250
New +$4.32K ﹤0.01% 845

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
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
PIM
Paradice Investment Management Denver, Colorado $532M AUM 29.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Tradition Wealth Management's OPLN Position: Q4 2022 in Review

Tradition Wealth Management sold out of Openlane (OPLN) in Q4 2022, closing a stake of 250 shares — an estimated $3K sold.

Tradition Wealth Management first reported a position in OPLN in Q4 2020 and held it in 7 quarters. The position peaked at $5K in Q1 2022. 214 funds tracked by Wall St. Rank hold OPLN as of Q4 2022.

  • Tradition Wealth Management reported no remaining Openlane position as of Q4 2022 after selling out during the quarter.
  • Tradition Wealth Management sold 250 Openlane shares in Q4 2022, an estimated $3K.
  • Tradition Wealth Management first reported a position in Openlane in Q4 2020 and held it in 7 quarters.
  • Tradition Wealth Management's Openlane position peaked at $5K in Q1 2022.
  • 214 funds tracked by Wall St. Rank held Openlane as of Q4 2022.

Based on Tradition Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.