VNA
OPLN

Valley National Advisers’s Openlane OPLN Stock Holding History

Valley National Advisers’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
-80
Closed -$1K – 952
2024
Q2 		$1K Hold
80
– – ﹤0.01% 1060
2024
Q1 		$1K Sell
80
-25
-24% -$375 ﹤0.01% 1097
2023
Q4 		$1K Buy
+105
New +$1.53K ﹤0.01% 1087

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

Valley National Advisers's OPLN Position: Q3 2024 in Review

Valley National Advisers sold out of Openlane (OPLN) in Q3 2024, closing a stake of 80 shares — an estimated $1K sold.

Valley National Advisers first reported a position in OPLN in Q4 2023 and held it in 3 quarters. The position peaked at $1K in Q2 2024. 229 funds tracked by Wall St. Rank hold OPLN as of Q3 2024.

  • Valley National Advisers reported no remaining Openlane position as of Q3 2024 after selling out during the quarter.
  • Valley National Advisers sold 80 Openlane shares in Q3 2024, an estimated $1K.
  • Valley National Advisers first reported a position in Openlane in Q4 2023 and held it in 3 quarters.
  • Valley National Advisers's Openlane position peaked at $1K in Q2 2024.
  • 229 funds tracked by Wall St. Rank held Openlane as of Q3 2024.

Based on Valley National Advisers's 13F filing for Q3 2024, filed 24 Oct 2024.