WMSA
OPRT icon

Weiss Multi-Strategy Advisers’s Oportun Financial OPRT Stock Holding History

Weiss Multi-Strategy Advisers’s Portfolio OPRT Stock Details OPRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-15,000
Closed -$243K – 695
2019
Q3 		$243K Buy
+15,000
New +$243K ﹤0.01% 534

Other funds holding OPRT

IVMX
Institutional Venture Management XIV Menlo Park, California $67.7M AUM 8.12% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
ACM
Ashford Capital Management Wilmington, Delaware $809M AUM 35.1% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Weiss Multi-Strategy Advisers's OPRT Position: Q4 2019 in Review

Weiss Multi-Strategy Advisers sold out of Oportun Financial (OPRT) in Q4 2019, closing a stake of 15,000 shares — an estimated $243K sold.

Weiss Multi-Strategy Advisers first reported a position in OPRT in Q3 2019 and held it in 1 quarter. The position peaked at $243K in Q3 2019. 55 funds tracked by Wall St. Rank hold OPRT as of Q4 2019.

  • Weiss Multi-Strategy Advisers reported no remaining Oportun Financial position as of Q4 2019 after selling out during the quarter.
  • Weiss Multi-Strategy Advisers sold 15,000 Oportun Financial shares in Q4 2019, an estimated $243K.
  • Weiss Multi-Strategy Advisers first reported a position in Oportun Financial in Q3 2019 and held it in 1 quarter.
  • Weiss Multi-Strategy Advisers's Oportun Financial position peaked at $243K in Q3 2019.
  • 55 funds tracked by Wall St. Rank held Oportun Financial as of Q4 2019.

Based on Weiss Multi-Strategy Advisers's 13F filing for Q4 2019, filed 14 Feb 2020.