VA
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Valmark Advisers’s Opendoor OPEN Stock Holding History

Valmark Advisers’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
-180,819
Closed -$350K – 615
2024
Q3 		$350K Hold
180,819
– – 0.01% 471
2024
Q2 		$322K Hold
180,819
– – 0.01% 458
2024
Q1 		$530K Hold
180,819
– – 0.01% 374
2023
Q4 		$784K Sell
180,819
-413
-0.2% -$1.15K 0.01% 287
2023
Q3 		$463K Hold
181,232
– – 0.01% 340
2023
Q2 		$705K Hold
181,232
– – 0.01% 277
2023
Q1 		$309K Hold
181,232
– – 0.01% 386
2022
Q4 		$203K Buy
+181,232
New +$348K ﹤0.01% 431

Other funds holding OPEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
Morgan Stanley New York $1.66T AUM 25.57% 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
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return