AF
OPI

Advisornet Financial’s Office Properties Income Trust OPI Stock Holding History

Advisornet Financial’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
2024
Q1 		– Sell
-48
Closed -$351 – 2384
2023
Q4 		$351 Hold
48
– – ﹤0.01% 2193
2023
Q3 		$197 Hold
48
– – ﹤0.01% 2140
2023
Q2 		$370 Hold
48
– – ﹤0.01% 2118
2023
Q1 		$590 Hold
48
– – ﹤0.01% 2026
2022
Q4 		$641 Sell
48
-70
-59% -$1.01K ﹤0.01% 1976
2022
Q3 		$2K Hold
118
– – ﹤0.01% 1688
2022
Q2 		$2K Hold
118
– – ﹤0.01% 1712
2022
Q1 		$3K Buy
118
+48
+69% +$1.22K ﹤0.01% 1736
2021
Q4 		$2K Hold
70
– – ﹤0.01% 1837
2021
Q3 		$2K Hold
70
– – ﹤0.01% 1767
2021
Q2 		$2K Hold
70
– – ﹤0.01% 1703
2021
Q1 		$2K Sell
70
-40
-36% -$1.04K ﹤0.01% 1647
2020
Q4 		$2K Hold
110
– – ﹤0.01% 1555
2020
Q3 		$2K Sell
110
-614
-85% -$14.8K ﹤0.01% 1579
2020
Q2 		$19K Sell
724
-531
-42% -$13.8K ﹤0.01% 1128
2020
Q1 		$34K Sell
1,255
-357
-22% -$11K ﹤0.01% 920
2019
Q4 		$52K Sell
1,612
-433
-21% -$13.9K ﹤0.01% 882
2019
Q3 		$63K Buy
2,045
+400
+24% +$11.2K 0.01% 814
2019
Q2 		$43K Sell
1,645
-255
-13% -$6.7K ﹤0.01% 849
2019
Q1 		$53K Buy
+1,900
New +$57.6K 0.01% 719

Other funds holding OPI

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Advisornet Financial's OPI Position: Q1 2024 in Review

Advisornet Financial sold out of Office Properties Income Trust (OPI) in Q1 2024, closing a stake of 48 shares — an estimated $351 sold.

Advisornet Financial first reported a position in OPI in Q1 2019 and held it in 20 quarters. The position peaked at $63K in Q3 2019. 134 funds tracked by Wall St. Rank hold OPI as of Q1 2024.

  • Advisornet Financial reported no remaining Office Properties Income Trust position as of Q1 2024 after selling out during the quarter.
  • Advisornet Financial sold 48 Office Properties Income Trust shares in Q1 2024, an estimated $351.
  • Advisornet Financial first reported a position in Office Properties Income Trust in Q1 2019 and held it in 20 quarters.
  • Advisornet Financial's Office Properties Income Trust position peaked at $63K in Q3 2019.
  • 134 funds tracked by Wall St. Rank held Office Properties Income Trust as of Q1 2024.

Based on Advisornet Financial's 13F filing for Q1 2024, filed 12 Apr 2024.