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United Capital Financial Advisors’s Offerpad Solutions OPAD Stock Holding History

United Capital Financial 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
2022
Q3 		– Sell
-502
Closed -$164K – 1134
2022
Q2 		$164K Buy
+502
New +$337K ﹤0.01% 1075

Other funds holding OPAD

LF
LL Funds Philadelphia, Pennsylvania $27.1M AUM 58.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UM
Ulysses Management New York $802M AUM 5.35% 1-Year Est. Return
KAS
Kemnay Advisory Services New York $622M AUM 14.52% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

United Capital Financial Advisors's OPAD Position: Q3 2022 in Review

United Capital Financial Advisors sold out of Offerpad Solutions (OPAD) in Q3 2022, closing a stake of 502 shares — an estimated $164K sold.

United Capital Financial Advisors first reported a position in OPAD in Q2 2022 and held it in 1 quarter. The position peaked at $164K in Q2 2022. 84 funds tracked by Wall St. Rank hold OPAD as of Q3 2022.

  • United Capital Financial Advisors reported no remaining Offerpad Solutions position as of Q3 2022 after selling out during the quarter.
  • United Capital Financial Advisors sold 502 Offerpad Solutions shares in Q3 2022, an estimated $164K.
  • United Capital Financial Advisors first reported a position in Offerpad Solutions in Q2 2022 and held it in 1 quarter.
  • United Capital Financial Advisors's Offerpad Solutions position peaked at $164K in Q2 2022.
  • 84 funds tracked by Wall St. Rank held Offerpad Solutions as of Q3 2022.

Based on United Capital Financial Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.