Rise Advisors’s Opendoor OPEN Stock Holding History

Rise 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 Q4	–	Sell	-103	Closed	-$200	–	1188
2024 Q3	$200	Hold	103	–	–	﹤0.01%	1215
2024 Q2	$184	Hold	103	–	–	﹤0.01%	1219
2024 Q1	$303	Hold	103	–	–	﹤0.01%	1230
2023 Q4	$448	Hold	103	–	–	﹤0.01%	570
2023 Q3	$264	Hold	103	–	–	﹤0.01%	607
2023 Q2	$402	Hold	103	–	–	﹤0.01%	630
2023 Q1	$176	Hold	103	–	–	﹤0.01%	787
2022 Q4	$116	Hold	103	–	–	﹤0.01%	749
2022 Q3	$0	Hold	103	–	–	﹤0.01%	733
2022 Q2	$0	Hold	103	–	–	﹤0.01%	727
2022 Q1	$1K	Hold	103	–	–	﹤0.01%	624
2021 Q4	$1.46K	Buy	+103	New	+$1.9K	﹤0.01%	568

Other funds holding OPEN

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

BlackRock New York $5.7T 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 New York $1.66T AUM 25.57% 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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return