AWM
OPI

Accel Wealth Management’s Office Properties Income Trust OPI Stock Holding History

Accel Wealth Management’s Portfolio OPI Stock Details OPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-1,776
Closed -$21.8K – 643
2023
Q1 		$21.8K Hold
1,776
– – 0.01% 681
2022
Q4 		$23.7K Hold
1,776
– – 0.01% 508
2022
Q3 		$25K Hold
1,776
– – 0.01% 500
2022
Q2 		$36K Buy
1,776
+130
+8% +$2.81K 0.02% 413
2022
Q1 		$43K Hold
1,646
– – 0.02% 399
2021
Q4 		$41K Sell
1,646
-104
-6% -$2.67K 0.02% 414
2021
Q3 		$44K Hold
1,750
– – 0.03% 343
2021
Q2 		$51K Hold
1,750
– – 0.03% 336
2021
Q1 		$48K Sell
1,750
-213
-11% -$5.52K 0.04% 324
2020
Q4 		$45K Buy
+1,963
New +$42.9K 0.04% 314

Other funds holding OPI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $50.9B AUM 42.89% 1-Year Est. Return