Envestnet Asset Management
OPAD icon

Envestnet Asset Management’s Offerpad Solutions OPAD Stock Holding History

Envestnet Asset Management’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
Q1 		– Sell
-361
Closed -$25K – 4065
2022
Q4 		$25K Sell
361
-331
-48% -$38.2K ﹤0.01% 3918
2022
Q3 		$126K Buy
692
+473
+216% +$128K ﹤0.01% 3695
2022
Q2 		$72K Buy
+219
New +$147K ﹤0.01% 3789

Other funds holding OPAD

LF
LL Funds Philadelphia, Pennsylvania $27.1M AUM 58.4% 1-Year Est. Return
KAS
Kemnay Advisory Services New York $622M AUM 14.52% 1-Year Est. Return
UM
Ulysses Management New York $802M AUM 5.35% 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
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
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Envestnet Asset Management's OPAD Position: Q1 2023 in Review

Envestnet Asset Management sold out of Offerpad Solutions (OPAD) in Q1 2023, closing a stake of 361 shares — an estimated $25K sold.

Envestnet Asset Management first reported a position in OPAD in Q2 2022 and held it in 3 quarters. The position peaked at $126K in Q3 2022. 56 funds tracked by Wall St. Rank hold OPAD as of Q1 2023.

  • Envestnet Asset Management reported no remaining Offerpad Solutions position as of Q1 2023 after selling out during the quarter.
  • Envestnet Asset Management sold 361 Offerpad Solutions shares in Q1 2023, an estimated $25K.
  • Envestnet Asset Management first reported a position in Offerpad Solutions in Q2 2022 and held it in 3 quarters.
  • Envestnet Asset Management's Offerpad Solutions position peaked at $126K in Q3 2022.
  • 56 funds tracked by Wall St. Rank held Offerpad Solutions as of Q1 2023.

Based on Envestnet Asset Management's 13F filing for Q1 2023, filed 11 May 2023.