Zurich Cantonal Bank
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Zurich Cantonal Bank’s Oportun Financial OPRT Stock Holding History

Zurich Cantonal Bank’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
Q4 		– Sell
-7,233
Closed -$32K – 2886
2022
Q3 		$32K Buy
7,233
+6,797
+1,559% +$48.3K ﹤0.01% 2717
2022
Q2 		$4K Buy
+436
New +$5.03K ﹤0.01% 2877

Other funds holding OPRT

IVMX
Institutional Venture Management XIV Menlo Park, California $67.7M AUM 8.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PWAM
Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ClearBridge Investments
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
MA
Madrone Advisors Menlo Park, California $1.03B AUM 20.53% 1-Year Est. Return
EH
EMG Holdings Old Greenwich, Connecticut $397M AUM 9.97% 1-Year Est. Return

Zurich Cantonal Bank's OPRT Position: Q4 2022 in Review

Zurich Cantonal Bank sold out of Oportun Financial (OPRT) in Q4 2022, closing a stake of 7,233 shares — an estimated $32K sold.

Zurich Cantonal Bank first reported a position in OPRT in Q2 2022 and held it in 2 quarters. The position peaked at $32K in Q3 2022. 120 funds tracked by Wall St. Rank hold OPRT as of Q4 2022.

  • Zurich Cantonal Bank reported no remaining Oportun Financial position as of Q4 2022 after selling out during the quarter.
  • Zurich Cantonal Bank sold 7,233 Oportun Financial shares in Q4 2022, an estimated $32K.
  • Zurich Cantonal Bank first reported a position in Oportun Financial in Q2 2022 and held it in 2 quarters.
  • Zurich Cantonal Bank's Oportun Financial position peaked at $32K in Q3 2022.
  • 120 funds tracked by Wall St. Rank held Oportun Financial as of Q4 2022.

Based on Zurich Cantonal Bank's 13F filing for Q4 2022, filed 1 Feb 2023.