CWM
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Congress Wealth Management’s Opendoor OPEN Stock Holding History

Congress Wealth Management’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
2024
Q4 		– Sell
-93,680
Closed -$181K – 911
2024
Q3 		$181K Buy
93,680
+1,033
+1% +$2.1K ﹤0.01% 830
2024
Q2 		$165K Hold
92,647
– – ﹤0.01% 707
2024
Q1 		$272K Hold
92,647
– – ﹤0.01% 522
2023
Q4 		$402K Hold
92,647
– – 0.01% 494
2023
Q3 		$237K Hold
92,647
– – ﹤0.01% 556
2023
Q2 		$360K Hold
92,647
– – 0.01% 460
2023
Q1 		$158K Sell
92,647
-30,483
-25% -$50.2K ﹤0.01% 547
2022
Q4 		$138K Buy
123,130
+26,660
+28% +$51.1K ﹤0.01% 549
2022
Q3 		$291K Hold
96,470
– – 0.01% 475
2022
Q2 		$439K Hold
96,470
– – 0.01% 424
2022
Q1 		$808K Sell
96,470
-1,054
-1% -$9.8K 0.02% 384
2021
Q4 		$1.38M Buy
+97,524
New +$1.8M 0.03% 340

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Geode Capital Management
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return