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Robertson Stephens Wealth Management’s Opendoor OPEN Stock Holding History

Robertson Stephens Wealth 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
2023
Q3 		– Sell
-12,943
Closed -$50.4K – 468
2023
Q2 		$50.4K Sell
12,943
-174
-1% -$378 ﹤0.01% 410
2023
Q1 		$22.3K Sell
13,117
-2,590
-16% -$4.27K ﹤0.01% 435
2022
Q4 		$17.6K Sell
15,707
-4,236
-21% -$8.12K ﹤0.01% 404
2022
Q3 		$60K Sell
19,943
-5,270
-21% -$24.2K 0.01% 352
2022
Q2 		$114K Buy
25,213
+4,133
+20% +$27.2K 0.01% 363
2022
Q1 		$176K Hold
21,080
– – 0.01% 374
2021
Q4 		$298K Buy
+21,080
New +$390K 0.03% 320

Other funds holding OPEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
SC
Sylebra Capital Palo Alto, California $945M AUM 22.34% 1-Year Est. Return
SCH
Sylebra Capital (HK) Hong Kong $1.88B AUM 19.75% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
GC
GGV Capital Menlo Park, California $115M AUM 24.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Robertson Stephens Wealth Management's OPEN Position: Q3 2023 in Review

Robertson Stephens Wealth Management sold out of Opendoor (OPEN) in Q3 2023, closing a stake of 12,943 shares — an estimated $50.4K sold.

Robertson Stephens Wealth Management first reported a position in OPEN in Q4 2021 and held it in 7 quarters. The position peaked at $298K in Q4 2021. 303 funds tracked by Wall St. Rank hold OPEN as of Q3 2023.

  • Robertson Stephens Wealth Management reported no remaining Opendoor position as of Q3 2023 after selling out during the quarter.
  • Robertson Stephens Wealth Management sold 12,943 Opendoor shares in Q3 2023, an estimated $50.4K.
  • Robertson Stephens Wealth Management first reported a position in Opendoor in Q4 2021 and held it in 7 quarters.
  • Robertson Stephens Wealth Management's Opendoor position peaked at $298K in Q4 2021.
  • 303 funds tracked by Wall St. Rank held Opendoor as of Q3 2023.

Based on Robertson Stephens Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.