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Kestra Private Wealth Services’s Offerpad Solutions OPAD Stock Holding History

Kestra Private Wealth Services’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
-100
Closed -$7.91K – 1120
2023
Q1 		$7.91K Buy
+100
New +$9.94K ﹤0.01% 1050

Other funds holding OPAD

LF
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KAS
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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
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

Kestra Private Wealth Services's OPAD Position: Q2 2023 in Review

Kestra Private Wealth Services sold out of Offerpad Solutions (OPAD) in Q2 2023, closing a stake of 100 shares — an estimated $7.91K sold.

Kestra Private Wealth Services first reported a position in OPAD in Q1 2023 and held it in 1 quarter. The position peaked at $7.91K in Q1 2023. 43 funds tracked by Wall St. Rank hold OPAD as of Q2 2023.

  • Kestra Private Wealth Services reported no remaining Offerpad Solutions position as of Q2 2023 after selling out during the quarter.
  • Kestra Private Wealth Services sold 100 Offerpad Solutions shares in Q2 2023, an estimated $7.91K.
  • Kestra Private Wealth Services first reported a position in Offerpad Solutions in Q1 2023 and held it in 1 quarter.
  • Kestra Private Wealth Services's Offerpad Solutions position peaked at $7.91K in Q1 2023.
  • 43 funds tracked by Wall St. Rank held Offerpad Solutions as of Q2 2023.

Based on Kestra Private Wealth Services's 13F filing for Q2 2023, filed 8 Aug 2023.