Pathstone Family Office’s Offerpad Solutions OPAD Stock Holding History

Pathstone Family Office’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	-268	Closed	-$21.2K	–	1297
2023 Q1	$21.2K	Sell	268 -269	-50%	-$26.7K	﹤0.01%	1178
2022 Q4	$37.1K	Sell	537 -46	-8%	-$5.31K	﹤0.01%	1466
2022 Q3	$106K	Buy	+583	New	+$157K	﹤0.01%	1408

Other funds holding OPAD

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

Ulysses Management New York $802M AUM 5.35% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Pathstone Family Office's OPAD Position: Q2 2023 in Review

Pathstone Family Office sold out of Offerpad Solutions (OPAD) in Q2 2023, closing a stake of 268 shares — an estimated $21.2K sold.

Pathstone Family Office first reported a position in OPAD in Q3 2022 and held it in 3 quarters. The position peaked at $106K in Q3 2022. 43 funds tracked by Wall St. Rank hold OPAD as of Q2 2023.

Pathstone Family Office reported no remaining Offerpad Solutions position as of Q2 2023 after selling out during the quarter.
Pathstone Family Office sold 268 Offerpad Solutions shares in Q2 2023, an estimated $21.2K.
Pathstone Family Office first reported a position in Offerpad Solutions in Q3 2022 and held it in 3 quarters.
Pathstone Family Office's Offerpad Solutions position peaked at $106K in Q3 2022.
43 funds tracked by Wall St. Rank held Offerpad Solutions as of Q2 2023.

Based on Pathstone Family Office's 13F filing for Q2 2023, filed 14 Aug 2023.