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Bell Investment Advisors’s Offerpad Solutions OPAD Stock Holding History

Bell Investment Advisors’s Portfolio OPAD Stock Details OPAD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-4
Closed -$410 – 1967
2023
Q3 		$410 Buy
+4
New +$447 ﹤0.01% 1861

Other funds holding OPAD

LF
LL Funds Philadelphia, Pennsylvania $27.1M AUM 58.4% 1-Year Est. Return
FAFC
First American Financial Corporation Santa Ana, California $370M AUM 43.76% 1-Year Est. Return
KAS
Kemnay Advisory Services New York $622M AUM 14.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UM
Ulysses Management New York $802M AUM 5.35% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bell Investment Advisors's OPAD Position: Q4 2023 in Review

Bell Investment Advisors sold out of Offerpad Solutions (OPAD) in Q4 2023, closing a stake of 4 shares — an estimated $410 sold.

Bell Investment Advisors first reported a position in OPAD in Q3 2023 and held it in 1 quarter. The position peaked at $410 in Q3 2023. 37 funds tracked by Wall St. Rank hold OPAD as of Q4 2023.

  • Bell Investment Advisors reported no remaining Offerpad Solutions position as of Q4 2023 after selling out during the quarter.
  • Bell Investment Advisors sold 4 Offerpad Solutions shares in Q4 2023, an estimated $410.
  • Bell Investment Advisors first reported a position in Offerpad Solutions in Q3 2023 and held it in 1 quarter.
  • Bell Investment Advisors's Offerpad Solutions position peaked at $410 in Q3 2023.
  • 37 funds tracked by Wall St. Rank held Offerpad Solutions as of Q4 2023.

Based on Bell Investment Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.