VFA
OPLN

Values First Advisors’s Openlane OPLN Stock Holding History

Values First 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
2020
Q1 		– Sell
-18,839
Closed -$411K – 136
2019
Q4 		$411K Buy
+18,839
New +$430K 0.4% 85

Other funds holding OPLN

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
GCM
Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Values First Advisors's OPLN Position: Q1 2020 in Review

Values First Advisors sold out of Openlane (OPLN) in Q1 2020, closing a stake of 18,839 shares — an estimated $411K sold.

Values First Advisors first reported a position in OPLN in Q4 2019 and held it in 1 quarter. The position peaked at $411K in Q4 2019. 303 funds tracked by Wall St. Rank hold OPLN as of Q1 2020.

  • Values First Advisors reported no remaining Openlane position as of Q1 2020 after selling out during the quarter.
  • Values First Advisors sold 18,839 Openlane shares in Q1 2020, an estimated $411K.
  • Values First Advisors first reported a position in Openlane in Q4 2019 and held it in 1 quarter.
  • Values First Advisors's Openlane position peaked at $411K in Q4 2019.
  • 303 funds tracked by Wall St. Rank held Openlane as of Q1 2020.

Based on Values First Advisors's 13F filing for Q1 2020, filed 9 Jan 2023.