WAM
OPLN

Wealthspire Advisors (Maryland)’s Openlane OPLN Stock Holding History

Wealthspire Advisors (Maryland)’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
Q2 		– Sell
-1,281
Closed -$25K – 1252
2019
Q1 		$25K Sell
1,281
-4,695
-79% -$88.5K ﹤0.01% 1188
2018
Q4 		$108K Sell
5,976
-2,262
-27% -$46.9K 0.01% 579
2018
Q3 		$186K Sell
8,238
-2,158
-21% -$49.8K 0.02% 481
2018
Q2 		$216K Buy
10,396
+235
+2% +$4.79K 0.02% 444
2018
Q1 		$208K Sell
10,161
-933
-8% -$18.8K 0.02% 458
2017
Q4 		$212K Buy
11,094
+394
+4% +$7.3K 0.02% 463
2017
Q3 		$193K Buy
10,700
+1,860
+21% +$30.7K 0.02% 486
2017
Q2 		$140K Sell
8,840
-4,098
-32% -$66.7K 0.02% 568
2017
Q1 		$214K Buy
12,938
+444
+4% +$7.57K 0.03% 369
2016
Q4 		$202K Sell
12,494
-1,440
-10% -$23K 0.03% 363
2016
Q3 		$228K Sell
13,934
-795
-5% -$12.7K 0.04% 342
2016
Q2 		$233K Buy
14,729
+3,421
+30% +$51.2K 0.04% 324
2016
Q1 		$163K Buy
11,308
+325
+3% +$4.31K 0.03% 409
2015
Q4 		$154K Buy
+10,983
New +$155K 0.03% 428

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return
GCM
Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s OPLN Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Openlane (OPLN) in Q2 2019, closing a stake of 1,281 shares — an estimated $25K sold.

Wealthspire Advisors (Maryland) first reported a position in OPLN in Q4 2015 and held it in 14 quarters. The position peaked at $233K in Q2 2016. 348 funds tracked by Wall St. Rank hold OPLN as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Openlane position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 1,281 Openlane shares in Q2 2019, an estimated $25K.
  • Wealthspire Advisors (Maryland) first reported a position in Openlane in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Openlane position peaked at $233K in Q2 2016.
  • 348 funds tracked by Wall St. Rank held Openlane as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.