AWG
OPI

Altus Wealth Group’s Office Properties Income Trust OPI Stock Holding History

Altus Wealth Group’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
2021
Q1 		– Sell
-50
Closed -$1K – 594
2020
Q4 		$1K Buy
+50
New +$1.09K ﹤0.01% 809

Other funds holding OPI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Altus Wealth Group's OPI Position: Q1 2021 in Review

Altus Wealth Group sold out of Office Properties Income Trust (OPI) in Q1 2021, closing a stake of 50 shares — an estimated $1K sold.

Altus Wealth Group first reported a position in OPI in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 191 funds tracked by Wall St. Rank hold OPI as of Q1 2021.

  • Altus Wealth Group reported no remaining Office Properties Income Trust position as of Q1 2021 after selling out during the quarter.
  • Altus Wealth Group sold 50 Office Properties Income Trust shares in Q1 2021, an estimated $1K.
  • Altus Wealth Group first reported a position in Office Properties Income Trust in Q4 2020 and held it in 1 quarter.
  • Altus Wealth Group's Office Properties Income Trust position peaked at $1K in Q4 2020.
  • 191 funds tracked by Wall St. Rank held Office Properties Income Trust as of Q1 2021.

Based on Altus Wealth Group's 13F filing for Q1 2021, filed 14 May 2021.