Cambridge Investment Research Advisors
OPI

Cambridge Investment Research Advisors’s Office Properties Income Trust OPI Stock Holding History

Cambridge Investment Research 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
Q2 		– Sell
-9,054
Closed -$233K – 3170
2022
Q1 		$233K Buy
9,054
+215
+2% +$5.47K ﹤0.01% 2756
2021
Q4 		$220K Sell
8,839
-597
-6% -$15.3K ﹤0.01% 2796
2021
Q3 		$239K Sell
9,436
-1,143
-11% -$31.2K ﹤0.01% 2653
2021
Q2 		$310K Sell
10,579
-228
-2% -$6.54K ﹤0.01% 2448
2021
Q1 		$297K Buy
10,807
+324
+3% +$8.39K ﹤0.01% 2293
2020
Q4 		$238K Sell
10,483
-1,126
-10% -$24.6K ﹤0.01% 2333
2020
Q3 		$241K Buy
11,609
+27
+0.2% +$650 ﹤0.01% 2103
2020
Q2 		$301K Sell
11,582
-1,849
-14% -$48.1K ﹤0.01% 1883
2020
Q1 		$366K Sell
13,431
-461
-3% -$14.2K ﹤0.01% 1556
2019
Q4 		$446K Sell
13,892
-662
-5% -$21.2K ﹤0.01% 1657
2019
Q3 		$446K Buy
+14,554
New +$406K ﹤0.01% 1583
2019
Q2 		– Sell
-18,696
Closed -$517K – 2308
2019
Q1 		$517K Buy
+18,696
New +$566K ﹤0.01% 1456

Other funds holding OPI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cambridge Investment Research Advisors's OPI Position: Q2 2022 in Review

Cambridge Investment Research Advisors sold out of Office Properties Income Trust (OPI) in Q2 2022, closing a stake of 9,054 shares — an estimated $233K sold.

Cambridge Investment Research Advisors first reported a position in OPI in Q1 2019 and held it in 12 quarters. The position peaked at $517K in Q1 2019. 189 funds tracked by Wall St. Rank hold OPI as of Q2 2022.

  • Cambridge Investment Research Advisors reported no remaining Office Properties Income Trust position as of Q2 2022 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 9,054 Office Properties Income Trust shares in Q2 2022, an estimated $233K.
  • Cambridge Investment Research Advisors first reported a position in Office Properties Income Trust in Q1 2019 and held it in 12 quarters.
  • Cambridge Investment Research Advisors's Office Properties Income Trust position peaked at $517K in Q1 2019.
  • 189 funds tracked by Wall St. Rank held Office Properties Income Trust as of Q2 2022.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2022, filed 13 Jul 2022.