WP
OPLN

WealthSource Partners’s Openlane OPLN Stock Holding History

WealthSource Partners’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
2019
Q4 		– Sell
-9,205
Closed -$226K – 437
2019
Q3 		$226K Buy
9,205
+31
+0.3% +$794 0.03% 385
2019
Q2 		$229K Sell
9,174
-15,082
-62% -$325K 0.04% 392
2019
Q1 		$471K Buy
24,256
+494
+2% +$9.31K 0.11% 179
2018
Q4 		$429K Sell
23,762
-1,334
-5% -$27.7K 0.12% 169
2018
Q3 		$567K Sell
25,096
-978
-4% -$22.6K 0.15% 140
2018
Q2 		$541K Sell
26,074
-483
-2% -$9.84K 0.15% 143
2018
Q1 		$545K Buy
26,557
+726
+3% +$14.6K 0.17% 134
2017
Q4 		$494K Buy
25,831
+494
+2% +$9.15K 0.15% 136
2017
Q3 		$458K Buy
25,337
+4,682
+23% +$77.3K 0.15% 145
2017
Q2 		$328K Sell
20,655
-7,459
-27% -$121K 0.11% 189
2017
Q1 		$465K Sell
28,114
-3,944
-12% -$67.3K 0.17% 130
2016
Q4 		$517K Sell
32,058
-647
-2% -$10.3K 0.22% 101
2016
Q3 		$534K Hold
32,705
– – 0.19% 112
2016
Q2 		$517K Buy
32,705
+726
+2% +$10.9K 0.19% 111
2016
Q1 		$462K Buy
+31,979
New +$424K 0.19% 111

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 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 $113B AUM 38.87% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

WealthSource Partners's OPLN Position: Q4 2019 in Review

WealthSource Partners sold out of Openlane (OPLN) in Q4 2019, closing a stake of 9,205 shares — an estimated $226K sold.

WealthSource Partners first reported a position in OPLN in Q1 2016 and held it in 15 quarters. The position peaked at $567K in Q3 2018. 356 funds tracked by Wall St. Rank hold OPLN as of Q4 2019.

  • WealthSource Partners reported no remaining Openlane position as of Q4 2019 after selling out during the quarter.
  • WealthSource Partners sold 9,205 Openlane shares in Q4 2019, an estimated $226K.
  • WealthSource Partners first reported a position in Openlane in Q1 2016 and held it in 15 quarters.
  • WealthSource Partners's Openlane position peaked at $567K in Q3 2018.
  • 356 funds tracked by Wall St. Rank held Openlane as of Q4 2019.

Based on WealthSource Partners's 13F filing for Q4 2019, filed 12 Feb 2020.