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

Baystate 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
2023 Q4	$444	Hold	60	–	–	﹤0.01%	1213
2023 Q3	$249	Hold	60	–	–	﹤0.01%	977
2023 Q2	$467	Hold	60	–	–	﹤0.01%	978
2023 Q1	$747	Sell	60 -67	-53%	-$1.03K	﹤0.01%	954
2022 Q4	$2K	Buy	127 +67	+112%	+$965	﹤0.01%	802
2022 Q3	$1K	Hold	60	–	–	﹤0.01%	835
2022 Q2	$1K	Hold	60	–	–	﹤0.01%	856
2022 Q1	$2K	Hold	60	–	–	﹤0.01%	769
2021 Q4	$2K	Hold	60	–	–	﹤0.01%	772
2021 Q3	$2K	Hold	60	–	–	﹤0.01%	693
2021 Q2	$2K	Hold	60	–	–	﹤0.01%	665
2021 Q1	$2K	Hold	60	–	–	﹤0.01%	605
2020 Q4	$1K	Sell	60 -1	-2%	-$22	﹤0.01%	640
2020 Q3	$1K	Buy	61 +2	+3%	+$48	﹤0.01%	603
2020 Q2	$2K	Buy	59 +1	+2%	+$26	﹤0.01%	557
2020 Q1	$2K	Buy	58 +1	+2%	+$31	﹤0.01%	508
2019 Q4	$2K	Buy	57 +1	+2%	+$32	﹤0.01%	533
2019 Q3	$2K	Buy	56 +1	+2%	+$28	﹤0.01%	487
2019 Q2	$1K	Buy	55 +2	+4%	+$53	﹤0.01%	588
2019 Q1	$1K	Buy	+53	New	+$1.61K	﹤0.01%	602

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

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

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

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Baystate Wealth Management's OPI Position: Q4 2023 in Review

Baystate Wealth Management held its Office Properties Income Trust (OPI) position steady in Q4 2023 at 60 shares worth $444. The position accounts for ﹤0.01% of the portfolio, ranked #1213.

Baystate Wealth Management first reported a position in OPI in Q1 2019 and has held it in 20 quarters since. The position peaked at $2K in Q4 2022. 153 funds tracked by Wall St. Rank hold OPI as of Q4 2023.

Baystate Wealth Management held 60 shares of Office Properties Income Trust worth $444 as of Q4 2023.
Baystate Wealth Management left its Office Properties Income Trust share count unchanged in Q4 2023.
Office Properties Income Trust made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #1213 holding.
Baystate Wealth Management first reported a position in Office Properties Income Trust in Q1 2019 and has held it in 20 quarters since.
Baystate Wealth Management's Office Properties Income Trust position peaked at $2K in Q4 2022.
153 funds tracked by Wall St. Rank held Office Properties Income Trust as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.