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

Other funds holding OPEN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Congress Wealth Management's OPEN Position: Q4 2024 in Review

Congress Wealth Management sold out of Opendoor (OPEN) in Q4 2024, closing a stake of 93,680 shares — an estimated $181K sold.

Congress Wealth Management first reported a position in OPEN in Q4 2021 and held it in 12 quarters. The position peaked at $1.38M in Q4 2021. 287 funds tracked by Wall St. Rank hold OPEN as of Q4 2024.

Congress Wealth Management reported no remaining Opendoor position as of Q4 2024 after selling out during the quarter.
Congress Wealth Management sold 93,680 Opendoor shares in Q4 2024, an estimated $181K.
Congress Wealth Management first reported a position in Opendoor in Q4 2021 and held it in 12 quarters.
Congress Wealth Management's Opendoor position peaked at $1.38M in Q4 2021.
287 funds tracked by Wall St. Rank held Opendoor as of Q4 2024.

Based on Congress Wealth Management's 13F filing for Q4 2024, filed 11 Feb 2025.