UBS AM’s Offerpad Solutions OPAD Stock Holding History

UBS AM’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
2022 Q4	–	Sell	-205	Closed	-$37.1K	–	2699
2022 Q3	$37.1K	Hold	205	–	–	﹤0.01%	2720
2022 Q2	$66.9K	Buy	+205	New	+$138K	﹤0.01%	2664

Other funds holding OPAD

LL Funds Philadelphia, Pennsylvania $27.1M AUM 58.4% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 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

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

UBS AM's OPAD Position: Q4 2022 in Review

UBS AM sold out of Offerpad Solutions (OPAD) in Q4 2022, closing a stake of 205 shares — an estimated $37.1K sold.

UBS AM first reported a position in OPAD in Q2 2022 and held it in 2 quarters. The position peaked at $66.9K in Q2 2022. 73 funds tracked by Wall St. Rank hold OPAD as of Q4 2022.

UBS AM reported no remaining Offerpad Solutions position as of Q4 2022 after selling out during the quarter.
UBS AM sold 205 Offerpad Solutions shares in Q4 2022, an estimated $37.1K.
UBS AM first reported a position in Offerpad Solutions in Q2 2022 and held it in 2 quarters.
UBS AM's Offerpad Solutions position peaked at $66.9K in Q2 2022.
73 funds tracked by Wall St. Rank held Offerpad Solutions as of Q4 2022.

Based on UBS AM's 13F filing for Q4 2022, filed 14 Feb 2023.