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Forum Financial Management’s Opendoor OPEN Stock Holding History

Forum Financial 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
-17,566
Closed -$34K – 953
2024
Q3 		$34K Sell
17,566
-8,028
-31% -$16.3K ﹤0.01% 765
2024
Q2 		$45.6K Buy
25,594
+7
+0% +$15 ﹤0.01% 712
2024
Q1 		$75K Buy
+25,587
New +$79.9K ﹤0.01% 734

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Forum Financial Management's OPEN Position: Q4 2024 in Review

Forum Financial Management sold out of Opendoor (OPEN) in Q4 2024, closing a stake of 17,566 shares — an estimated $34K sold.

Forum Financial Management first reported a position in OPEN in Q1 2024 and held it in 3 quarters. The position peaked at $75K in Q1 2024. 286 funds tracked by Wall St. Rank hold OPEN as of Q4 2024.

  • Forum Financial Management reported no remaining Opendoor position as of Q4 2024 after selling out during the quarter.
  • Forum Financial Management sold 17,566 Opendoor shares in Q4 2024, an estimated $34K.
  • Forum Financial Management first reported a position in Opendoor in Q1 2024 and held it in 3 quarters.
  • Forum Financial Management's Opendoor position peaked at $75K in Q1 2024.
  • 286 funds tracked by Wall St. Rank held Opendoor as of Q4 2024.

Based on Forum Financial Management's 13F filing for Q4 2024, filed 13 Feb 2025.