Wipfli Financial Advisors’s Oportun Financial OPRT Stock Holding History

Wipfli Financial Advisors’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
2022 Q3	$1K	Buy	+144	New	+$1.02K	﹤0.01%	2465

Other funds holding OPRT

IVMX

Institutional Venture Management XIV Menlo Park, California $67.7M AUM 8.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

GCGM

General Catalyst Group Management Cambridge, Massachusetts $184M AUM 50.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PWAM

Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return

GCM

Glynn Capital Management Menlo Park, California $209M AUM 31.14% 1-Year Est. Return

Wipfli Financial Advisors's OPRT Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Oportun Financial (OPRT) in Q3 2022: 144 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #2465 among its holdings.

116 funds tracked by Wall St. Rank hold OPRT as of Q3 2022.

Wipfli Financial Advisors held 144 shares of Oportun Financial worth $1K as of Q3 2022.
Oportun Financial was a new Wipfli Financial Advisors position in Q3 2022.
Oportun Financial made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #2465 holding.
116 funds tracked by Wall St. Rank held Oportun Financial as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.