VFA
OPLN

Valeo Financial Advisors’s Openlane OPLN Stock Holding History

Valeo Financial Advisors’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
2021
Q2 		– Sell
-6,422
Closed -$96K – 1191
2021
Q1 		$96K Sell
6,422
-8,370
-57% -$143K ﹤0.01% 639
2020
Q4 		$275K Sell
14,792
-81
-0.5% -$1.4K 0.01% 357
2020
Q3 		$214K Buy
14,873
+130
+0.9% +$2.03K 0.02% 315
2020
Q2 		$203K Sell
14,743
-1,135
-7% -$15.6K 0.02% 320
2020
Q1 		$219K Buy
15,878
+3,839
+32% +$75K 0.02% 284
2019
Q4 		$262K Buy
12,039
+2,047
+20% +$46.7K 0.03% 268
2019
Q3 		$247K Buy
9,992
+528
+6% +$13.5K 0.03% 265
2019
Q2 		$264K Sell
9,464
-14,047
-60% -$303K 0.03% 239
2019
Q1 		$457K Buy
23,511
+132
+0.6% +$2.49K 0.06% 181
2018
Q4 		$422K Buy
23,379
+227
+1% +$4.71K 0.06% 178
2018
Q3 		$498K Buy
23,152
+235
+1% +$5.42K 0.07% 179
2018
Q2 		$533K Buy
22,917
+6,220
+37% +$127K 0.07% 167
2018
Q1 		$343K Buy
16,697
+951
+6% +$19.2K 0.06% 194
2017
Q4 		$301K Buy
15,746
+79
+0.5% +$1.46K 0.05% 196
2017
Q3 		$283K Buy
+15,667
New +$259K 0.06% 174

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
MAMU
Marathon Asset Management (UK) London, United Kingdom $2.61B AUM 27.14% 1-Year Est. Return
PIM
Paradice Investment Management Denver, Colorado $532M AUM 29.6% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Valeo Financial Advisors's OPLN Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Openlane (OPLN) in Q2 2021, closing a stake of 6,422 shares — an estimated $96K sold.

Valeo Financial Advisors first reported a position in OPLN in Q3 2017 and held it in 15 quarters. The position peaked at $533K in Q2 2018. 255 funds tracked by Wall St. Rank hold OPLN as of Q2 2021.

  • Valeo Financial Advisors reported no remaining Openlane position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 6,422 Openlane shares in Q2 2021, an estimated $96K.
  • Valeo Financial Advisors first reported a position in Openlane in Q3 2017 and held it in 15 quarters.
  • Valeo Financial Advisors's Openlane position peaked at $533K in Q2 2018.
  • 255 funds tracked by Wall St. Rank held Openlane as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.