WWM
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Wolff Wiese Magana’s Oportun Financial OPRT Stock Holding History

Wolff Wiese Magana’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
2023
Q4 		– Sell
-64
Closed -$463 – 813
2023
Q3 		$463 Hold
64
– – ﹤0.01% 700
2023
Q2 		$383 Buy
+64
New +$314 ﹤0.01% 719
2022
Q4 		– Sell
-503
Closed -$2K – 920
2022
Q3 		$2K Hold
503
– – ﹤0.01% 721
2022
Q2 		$4K Sell
503
-110
-18% -$1.27K ﹤0.01% 666
2022
Q1 		$9K Hold
613
– – 0.01% 552
2021
Q4 		$12K Hold
613
– – 0.01% 517
2021
Q3 		$15K Hold
613
– – 0.01% 465
2021
Q2 		$12K Hold
613
– – 0.01% 472
2021
Q1 		$13K Hold
613
– – 0.01% 442
2020
Q4 		$12K Buy
+613
New +$10K 0.01% 426

Other funds holding OPRT

EH
EMG Holdings Old Greenwich, Connecticut $397M AUM 9.97% 1-Year Est. Return
FCM
Findell Capital Management New York $341M AUM 135.6% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LFCM
Long Focus Capital Management San Juan, Puerto Rico $3.8B AUM 7.31% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
MA
Madrone Advisors Menlo Park, California $1.03B AUM 20.53% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return

Wolff Wiese Magana's OPRT Position: Q4 2023 in Review

Wolff Wiese Magana sold out of Oportun Financial (OPRT) in Q4 2023, closing a stake of 64 shares — an estimated $463 sold.

Wolff Wiese Magana first reported a position in OPRT in Q4 2020 and held it in 10 quarters. The position peaked at $15K in Q3 2021. 87 funds tracked by Wall St. Rank hold OPRT as of Q4 2023.

  • Wolff Wiese Magana reported no remaining Oportun Financial position as of Q4 2023 after selling out during the quarter.
  • Wolff Wiese Magana sold 64 Oportun Financial shares in Q4 2023, an estimated $463.
  • Wolff Wiese Magana first reported a position in Oportun Financial in Q4 2020 and held it in 10 quarters.
  • Wolff Wiese Magana's Oportun Financial position peaked at $15K in Q3 2021.
  • 87 funds tracked by Wall St. Rank held Oportun Financial as of Q4 2023.

Based on Wolff Wiese Magana's 13F filing for Q4 2023, filed 16 Jan 2024.