Bridgeworth’s Office Properties Income Trust OPI Stock Holding History

Bridgeworth’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 Q1	–	Sell	-12,926	Closed	-$321K	–	153
2021 Q4	$321K	Buy	+12,926	New	+$332K	0.07%	115

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Bridgeworth's OPI Position: Q1 2022 in Review

Bridgeworth sold out of Office Properties Income Trust (OPI) in Q1 2022, closing a stake of 12,926 shares — an estimated $321K sold.

Bridgeworth first reported a position in OPI in Q4 2021 and held it in 1 quarter. The position peaked at $321K in Q4 2021. 200 funds tracked by Wall St. Rank hold OPI as of Q1 2022.

Bridgeworth reported no remaining Office Properties Income Trust position as of Q1 2022 after selling out during the quarter.
Bridgeworth sold 12,926 Office Properties Income Trust shares in Q1 2022, an estimated $321K.
Bridgeworth first reported a position in Office Properties Income Trust in Q4 2021 and held it in 1 quarter.
Bridgeworth's Office Properties Income Trust position peaked at $321K in Q4 2021.
200 funds tracked by Wall St. Rank held Office Properties Income Trust as of Q1 2022.

Based on Bridgeworth's 13F filing for Q1 2022, filed 9 May 2022.