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Waldron Private Wealth’s Opendoor OPEN Stock Holding History

Waldron Private Wealth’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
2025
Q1 		– Sell
-45,888
Closed -$71.1K – 388
2024
Q4 		$71.1K Buy
45,888
+758
+2% +$1.37K ﹤0.01% 412
2024
Q3 		$87.3K Buy
45,130
+1,878
+4% +$3.81K ﹤0.01% 420
2024
Q2 		$77K Sell
43,252
-3,802
-8% -$8.2K ﹤0.01% 405
2024
Q1 		$138K Sell
47,054
-2,575
-5% -$8.04K 0.01% 407
2023
Q4 		$215K Sell
49,629
-2,723
-5% -$7.6K 0.01% 377
2023
Q3 		$134K Sell
52,352
-2,126
-4% -$7.66K 0.01% 363
2023
Q2 		$212K Sell
54,478
-10,845
-17% -$23.5K 0.01% 349
2023
Q1 		$111K Buy
+65,323
New +$108K 0.01% 404

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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 $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Waldron Private Wealth's OPEN Position: Q1 2025 in Review

Waldron Private Wealth sold out of Opendoor (OPEN) in Q1 2025, closing a stake of 45,888 shares — an estimated $71.1K sold.

Waldron Private Wealth first reported a position in OPEN in Q1 2023 and held it in 8 quarters. The position peaked at $215K in Q4 2023. 273 funds tracked by Wall St. Rank hold OPEN as of Q1 2025.

  • Waldron Private Wealth reported no remaining Opendoor position as of Q1 2025 after selling out during the quarter.
  • Waldron Private Wealth sold 45,888 Opendoor shares in Q1 2025, an estimated $71.1K.
  • Waldron Private Wealth first reported a position in Opendoor in Q1 2023 and held it in 8 quarters.
  • Waldron Private Wealth's Opendoor position peaked at $215K in Q4 2023.
  • 273 funds tracked by Wall St. Rank held Opendoor as of Q1 2025.

Based on Waldron Private Wealth's 13F filing for Q1 2025, filed 8 May 2025.