EI
OPAD icon

Ellevest Inc’s Offerpad Solutions OPAD Stock Holding History

Ellevest Inc’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
Q2 		– Sell
-12
Closed -$946 – 1233
2023
Q1 		$946 Buy
12
+10
+500% +$994 ﹤0.01% 1584
2022
Q4 		$106 Buy
2
+1
+100% +$115 ﹤0.01% 1750
2022
Q3 		$0 Buy
+1
New +$270 ﹤0.01% 1784

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UM
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Vanguard Group
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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
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Ellevest Inc's OPAD Position: Q2 2023 in Review

Ellevest Inc sold out of Offerpad Solutions (OPAD) in Q2 2023, closing a stake of 12 shares — an estimated $946 sold.

Ellevest Inc first reported a position in OPAD in Q3 2022 and held it in 3 quarters. The position peaked at $946 in Q1 2023. 43 funds tracked by Wall St. Rank hold OPAD as of Q2 2023.

  • Ellevest Inc reported no remaining Offerpad Solutions position as of Q2 2023 after selling out during the quarter.
  • Ellevest Inc sold 12 Offerpad Solutions shares in Q2 2023, an estimated $946.
  • Ellevest Inc first reported a position in Offerpad Solutions in Q3 2022 and held it in 3 quarters.
  • Ellevest Inc's Offerpad Solutions position peaked at $946 in Q1 2023.
  • 43 funds tracked by Wall St. Rank held Offerpad Solutions as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.