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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

Accel Wealth Management's OPI Position: Q2 2023 in Review

Accel Wealth Management sold out of Office Properties Income Trust (OPI) in Q2 2023, closing a stake of 1,776 shares — an estimated $21.8K sold.

Accel Wealth Management first reported a position in OPI in Q4 2020 and held it in 10 quarters. The position peaked at $51K in Q2 2021. 186 funds tracked by Wall St. Rank hold OPI as of Q2 2023.

Accel Wealth Management reported no remaining Office Properties Income Trust position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 1,776 Office Properties Income Trust shares in Q2 2023, an estimated $21.8K.
Accel Wealth Management first reported a position in Office Properties Income Trust in Q4 2020 and held it in 10 quarters.
Accel Wealth Management's Office Properties Income Trust position peaked at $51K in Q2 2021.
186 funds tracked by Wall St. Rank held Office Properties Income Trust as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.