AWM
OPI

Avior Wealth Management’s Office Properties Income Trust OPI Stock Holding History

Avior 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
2024
Q2 		– Sell
-14
Closed -$28 – 3258
2024
Q1 		$28 Buy
+14
New +$48 ﹤0.01% 3624
2021
Q3 		– Sell
-395
Closed -$11K – 1141
2021
Q2 		$11K Buy
395
+8
+2% +$229 ﹤0.01% 736
2021
Q1 		$10K Sell
387
-268
-41% -$6.94K ﹤0.01% 762
2020
Q4 		$14K Sell
655
-2,523
-79% -$55.1K ﹤0.01% 664
2020
Q3 		$65K Sell
3,178
-523
-14% -$12.6K 0.01% 483
2020
Q2 		$96K Buy
+3,701
New +$96.3K 0.02% 443

Other funds holding OPI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CM
CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Avior Wealth Management's OPI Position: Q2 2024 in Review

Avior Wealth Management sold out of Office Properties Income Trust (OPI) in Q2 2024, closing a stake of 14 shares — an estimated $28 sold.

Avior Wealth Management first reported a position in OPI in Q2 2020 and held it in 6 quarters. The position peaked at $96K in Q2 2020. 135 funds tracked by Wall St. Rank hold OPI as of Q2 2024.

  • Avior Wealth Management reported no remaining Office Properties Income Trust position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 14 Office Properties Income Trust shares in Q2 2024, an estimated $28.
  • Avior Wealth Management first reported a position in Office Properties Income Trust in Q2 2020 and held it in 6 quarters.
  • Avior Wealth Management's Office Properties Income Trust position peaked at $96K in Q2 2020.
  • 135 funds tracked by Wall St. Rank held Office Properties Income Trust as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.