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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

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Charles Schwab
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BNP Paribas Financial Markets
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Millennium Management
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Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return