USCWA
LPRO

U.S. Capital Wealth Advisors’s Open Lending Corp LPRO Stock Holding History

U.S. Capital Wealth Advisors’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
Q1 		– Sell
-125
Closed -$844 – 1139
2022
Q4 		$844 Buy
+125
New +$880 ﹤0.01% 1542

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BNAGPJ
Bregal North America General Partner Jersey St. Helier, Jersey $55.4M AUM 8.96% 1-Year Est. Return
BSI
Bregal Sagemount I St. Helier, Jersey $55.4M AUM 8.96% 1-Year Est. Return
BSM
Bregal Sagemount Management New York $55.4M AUM 8.96% 1-Year Est. Return
TWCM
True Wind Capital Management San Francisco, California $226M AUM 2.79% 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

U.S. Capital Wealth Advisors's LPRO Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of Open Lending Corp (LPRO) in Q1 2023, closing a stake of 125 shares — an estimated $844 sold.

U.S. Capital Wealth Advisors first reported a position in LPRO in Q4 2022 and held it in 1 quarter. The position peaked at $844 in Q4 2022. 160 funds tracked by Wall St. Rank hold LPRO as of Q1 2023.

  • U.S. Capital Wealth Advisors reported no remaining Open Lending Corp position as of Q1 2023 after selling out during the quarter.
  • U.S. Capital Wealth Advisors sold 125 Open Lending Corp shares in Q1 2023, an estimated $844.
  • U.S. Capital Wealth Advisors first reported a position in Open Lending Corp in Q4 2022 and held it in 1 quarter.
  • U.S. Capital Wealth Advisors's Open Lending Corp position peaked at $844 in Q4 2022.
  • 160 funds tracked by Wall St. Rank held Open Lending Corp as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.