CAPTRUST Financial Advisors
OPAD icon

CAPTRUST Financial Advisors’s Offerpad Solutions OPAD Stock Holding History

CAPTRUST Financial 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
2022
Q3 		– Sell
-1
Closed – – 3397
2022
Q2 		$0 Hold
1
– – ﹤0.01% 5076
2022
Q1 		$1K Hold
1
– – ﹤0.01% 4724
2021
Q4 		$1K Hold
1
– – ﹤0.01% 4610
2021
Q3 		$1K Buy
+1
New +$1.54K ﹤0.01% 4465

Other funds holding OPAD

LF
LL Funds Philadelphia, Pennsylvania $27.1M AUM 58.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UM
Ulysses Management New York $802M AUM 5.35% 1-Year Est. Return
KAS
Kemnay Advisory Services New York $622M AUM 14.52% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

CAPTRUST Financial Advisors's OPAD Position: Q3 2022 in Review

CAPTRUST Financial Advisors sold out of Offerpad Solutions (OPAD) in Q3 2022, closing a stake of 1 share.

CAPTRUST Financial Advisors first reported a position in OPAD in Q3 2021 and held it in 4 quarters. The position peaked at $1K in Q1 2022. 84 funds tracked by Wall St. Rank hold OPAD as of Q3 2022.

  • CAPTRUST Financial Advisors reported no remaining Offerpad Solutions position as of Q3 2022 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 1 Offerpad Solutions share in Q3 2022.
  • CAPTRUST Financial Advisors first reported a position in Offerpad Solutions in Q3 2021 and held it in 4 quarters.
  • CAPTRUST Financial Advisors's Offerpad Solutions position peaked at $1K in Q1 2022.
  • 84 funds tracked by Wall St. Rank held Offerpad Solutions as of Q3 2022.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2022, filed 16 Nov 2022.