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Financial Synergies Wealth Advisors’s Opendoor OPEN Stock Holding History

Financial Synergies Wealth Advisors’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
Q2 		– Sell
-26
Closed -$76 – 334
2024
Q1 		$76 Buy
26
+5
+24% +$16 ﹤0.01% 497
2023
Q4 		$24 Sell
21
-5
-19% -$14 ﹤0.01% 457
2023
Q3 		$66 Hold
26
– – ﹤0.01% 495
2023
Q2 		$101 Buy
26
+3
+13% +$7 ﹤0.01% 489
2023
Q1 		$39 Buy
23
+2
+10% +$3 ﹤0.01% 494
2022
Q4 		$24 Buy
21
+2
+11% +$4 ﹤0.01% 457
2022
Q3 		$56 Buy
19
+2
+12% +$9 ﹤0.01% 462
2022
Q2 		$76 Buy
+17
New +$112 ﹤0.01% 484

Other funds holding OPEN

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
SC
Sylebra Capital Palo Alto, California $774M AUM 56.69% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
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
GC
GGV Capital Menlo Park, California $115M AUM 24.14% 1-Year Est. Return

Financial Synergies Wealth Advisors's OPEN Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Opendoor (OPEN) in Q2 2024, closing a stake of 26 shares — an estimated $76 sold.

Financial Synergies Wealth Advisors first reported a position in OPEN in Q2 2022 and held it in 8 quarters. The position peaked at $101 in Q2 2023. 291 funds tracked by Wall St. Rank hold OPEN as of Q2 2024.

  • Financial Synergies Wealth Advisors reported no remaining Opendoor position as of Q2 2024 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 26 Opendoor shares in Q2 2024, an estimated $76.
  • Financial Synergies Wealth Advisors first reported a position in Opendoor in Q2 2022 and held it in 8 quarters.
  • Financial Synergies Wealth Advisors's Opendoor position peaked at $101 in Q2 2023.
  • 291 funds tracked by Wall St. Rank held Opendoor as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.