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Concord Wealth Partners’s Opendoor OPEN Stock Holding History

Concord Wealth Partners’s Portfolio OPEN Stock Details OPEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-40
Closed -$157 – 1062
2023
Q2 		$157 Hold
40
– – ﹤0.01% 1021
2023
Q1 		$69 Hold
40
– – ﹤0.01% 972
2022
Q4 		$45 Buy
+40
New +$77 ﹤0.01% 1239

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SC
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SCH
Sylebra Capital (HK) Hong Kong $1.88B AUM 19.75% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
GC
GGV Capital Menlo Park, California $115M AUM 24.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Concord Wealth Partners's OPEN Position: Q3 2023 in Review

Concord Wealth Partners sold out of Opendoor (OPEN) in Q3 2023, closing a stake of 40 shares — an estimated $157 sold.

Concord Wealth Partners first reported a position in OPEN in Q4 2022 and held it in 3 quarters. The position peaked at $157 in Q2 2023. 303 funds tracked by Wall St. Rank hold OPEN as of Q3 2023.

  • Concord Wealth Partners reported no remaining Opendoor position as of Q3 2023 after selling out during the quarter.
  • Concord Wealth Partners sold 40 Opendoor shares in Q3 2023, an estimated $157.
  • Concord Wealth Partners first reported a position in Opendoor in Q4 2022 and held it in 3 quarters.
  • Concord Wealth Partners's Opendoor position peaked at $157 in Q2 2023.
  • 303 funds tracked by Wall St. Rank held Opendoor as of Q3 2023.

Based on Concord Wealth Partners's 13F filing for Q3 2023, filed 25 Oct 2023.