Capital Asset Advisory Services’s Office Properties Income Trust OPI Stock Holding History

Capital Asset Advisory Services’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 Q1	–	Sell	-112	Closed	-$3K	–	1247
2020 Q4	$3K	Buy	+112	New	+$2.45K	﹤0.01%	1388

Other funds holding OPI

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State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital Asset Advisory Services's OPI Position: Q1 2021 in Review

Capital Asset Advisory Services sold out of Office Properties Income Trust (OPI) in Q1 2021, closing a stake of 112 shares — an estimated $3K sold.

Capital Asset Advisory Services first reported a position in OPI in Q4 2020 and held it in 1 quarter. The position peaked at $3K in Q4 2020. 191 funds tracked by Wall St. Rank hold OPI as of Q1 2021.

Capital Asset Advisory Services reported no remaining Office Properties Income Trust position as of Q1 2021 after selling out during the quarter.
Capital Asset Advisory Services sold 112 Office Properties Income Trust shares in Q1 2021, an estimated $3K.
Capital Asset Advisory Services first reported a position in Office Properties Income Trust in Q4 2020 and held it in 1 quarter.
Capital Asset Advisory Services's Office Properties Income Trust position peaked at $3K in Q4 2020.
191 funds tracked by Wall St. Rank held Office Properties Income Trust as of Q1 2021.

Based on Capital Asset Advisory Services's 13F filing for Q1 2021, filed 13 May 2021.