TSWM
OPLN

Tyler-Stone Wealth Management’s Openlane OPLN Stock Holding History

Tyler-Stone 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
2024
Q3 		– Sell
-20
Closed -$332 – 646
2024
Q2 		$332 Hold
20
– – ﹤0.01% 942
2024
Q1 		$346 Hold
20
– – ﹤0.01% 927
2023
Q4 		$296 Hold
20
– – ﹤0.01% 913
2023
Q3 		$0 Hold
20
– – ﹤0.01% 928
2023
Q2 		$0 Buy
+20
New +$291 ﹤0.01% 901
2022
Q4 		$0 Hold
20
– – ﹤0.01% 883
2022
Q3 		$0 Hold
20
– – ﹤0.01% 884
2022
Q2 		$0 Hold
20
– – ﹤0.01% 884
2022
Q1 		$0 Hold
20
– – ﹤0.01% 893
2021
Q4 		$0 Buy
+20
New +$306 ﹤0.01% 920

Other funds holding OPLN

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Tyler-Stone Wealth Management's OPLN Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of Openlane (OPLN) in Q3 2024, closing a stake of 20 shares — an estimated $332 sold.

Tyler-Stone Wealth Management first reported a position in OPLN in Q4 2021 and held it in 10 quarters. The position peaked at $346 in Q1 2024. 229 funds tracked by Wall St. Rank hold OPLN as of Q3 2024.

  • Tyler-Stone Wealth Management reported no remaining Openlane position as of Q3 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 20 Openlane shares in Q3 2024, an estimated $332.
  • Tyler-Stone Wealth Management first reported a position in Openlane in Q4 2021 and held it in 10 quarters.
  • Tyler-Stone Wealth Management's Openlane position peaked at $346 in Q1 2024.
  • 229 funds tracked by Wall St. Rank held Openlane as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.