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

Atlas Private Wealth 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
2021 Q4	–	Sell	-745	Closed	-$19K	–	529
2021 Q3	$19K	Sell	745 -80	-10%	-$2.18K	0.01%	363
2021 Q2	$24K	Sell	825 -339	-29%	-$9.72K	0.01%	339
2021 Q1	$32K	Hold	1,164	–	–	0.02%	291
2020 Q4	$26K	Sell	1,164 -616	-35%	-$13.5K	0.02%	300
2020 Q3	$37K	Sell	1,780 -94	-5%	-$2.26K	0.03%	237
2020 Q2	$49K	Buy	+1,874	New	+$48.8K	0.04%	206

Other funds holding OPI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Atlas Private Wealth Advisors's OPI Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of Office Properties Income Trust (OPI) in Q4 2021, closing a stake of 745 shares — an estimated $19K sold.

Atlas Private Wealth Advisors first reported a position in OPI in Q2 2020 and held it in 6 quarters. The position peaked at $49K in Q2 2020. 204 funds tracked by Wall St. Rank hold OPI as of Q4 2021.

Atlas Private Wealth Advisors reported no remaining Office Properties Income Trust position as of Q4 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 745 Office Properties Income Trust shares in Q4 2021, an estimated $19K.
Atlas Private Wealth Advisors first reported a position in Office Properties Income Trust in Q2 2020 and held it in 6 quarters.
Atlas Private Wealth Advisors's Office Properties Income Trust position peaked at $49K in Q2 2020.
204 funds tracked by Wall St. Rank held Office Properties Income Trust as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.