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TCI Wealth Advisors’s Offerpad Solutions OPAD Stock Holding History

TCI Wealth Advisors’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
-4
Closed -$302 – 1587
2023
Q1 		$302 Hold
4
– – ﹤0.01% 2286
2022
Q4 		$263 Sell
4
-15
-79% -$1.73K ﹤0.01% 2305
2022
Q3 		$3K Buy
19
+15
+375% +$4.04K ﹤0.01% 1812
2022
Q2 		$1K Hold
4
– – ﹤0.01% 2179
2022
Q1 		$3K Buy
+4
New +$2.72K ﹤0.01% 1899

Other funds holding OPAD

LF
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
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

TCI Wealth Advisors's OPAD Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Offerpad Solutions (OPAD) in Q2 2023, closing a stake of 4 shares — an estimated $302 sold.

TCI Wealth Advisors first reported a position in OPAD in Q1 2022 and held it in 5 quarters. The position peaked at $3K in Q3 2022. 43 funds tracked by Wall St. Rank hold OPAD as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Offerpad Solutions position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 4 Offerpad Solutions shares in Q2 2023, an estimated $302.
  • TCI Wealth Advisors first reported a position in Offerpad Solutions in Q1 2022 and held it in 5 quarters.
  • TCI Wealth Advisors's Offerpad Solutions position peaked at $3K in Q3 2022.
  • 43 funds tracked by Wall St. Rank held Offerpad Solutions as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.