ACA
OPI

Atlas Capital Advisors’s Office Properties Income Trust OPI Stock Holding History

Atlas Capital Advisors’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
2022
Q4 		– Sell
-244
Closed -$3.43K – 940
2022
Q3 		$3.43K Buy
+244
New +$4.58K ﹤0.01% 805

Other funds holding OPI

BlackRock
BlackRock New York $5.72T 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 $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Atlas Capital Advisors's OPI Position: Q4 2022 in Review

Atlas Capital Advisors sold out of Office Properties Income Trust (OPI) in Q4 2022, closing a stake of 244 shares — an estimated $3.43K sold.

Atlas Capital Advisors first reported a position in OPI in Q3 2022 and held it in 1 quarter. The position peaked at $3.43K in Q3 2022. 206 funds tracked by Wall St. Rank hold OPI as of Q4 2022.

  • Atlas Capital Advisors reported no remaining Office Properties Income Trust position as of Q4 2022 after selling out during the quarter.
  • Atlas Capital Advisors sold 244 Office Properties Income Trust shares in Q4 2022, an estimated $3.43K.
  • Atlas Capital Advisors first reported a position in Office Properties Income Trust in Q3 2022 and held it in 1 quarter.
  • Atlas Capital Advisors's Office Properties Income Trust position peaked at $3.43K in Q3 2022.
  • 206 funds tracked by Wall St. Rank held Office Properties Income Trust as of Q4 2022.

Based on Atlas Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.