Certified Advisory Corp’s Office Properties Income Trust OPI Stock Holding History

Certified Advisory Corp’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 Q2	–	Sell	-658	Closed	-$18K	–	563
2021 Q1	$18K	Buy	+658	New	+$17K	﹤0.01%	515
2020 Q2	$16K	Buy	615 +14	+2%	+$364	0.01%	480
2020 Q1	$16K	Buy	601 +10	+2%	+$309	0.01%	460
2019 Q4	$19K	Buy	591 +10	+2%	+$320	0.01%	492
2019 Q3	$18K	Buy	581 +11	+2%	+$307	0.01%	506
2019 Q2	$15K	Buy	570 +11	+2%	+$289	0.01%	529
2019 Q1	$15K	Buy	+559	New	+$16.9K	0.01%	496

Other funds holding OPI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

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

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

Certified Advisory Corp's OPI Position: Q2 2021 in Review

Certified Advisory Corp sold out of Office Properties Income Trust (OPI) in Q2 2021, closing a stake of 658 shares — an estimated $18K sold.

Certified Advisory Corp first reported a position in OPI in Q1 2019 and held it in 7 quarters. The position peaked at $19K in Q4 2019. 198 funds tracked by Wall St. Rank hold OPI as of Q2 2021.

Certified Advisory Corp reported no remaining Office Properties Income Trust position as of Q2 2021 after selling out during the quarter.
Certified Advisory Corp sold 658 Office Properties Income Trust shares in Q2 2021, an estimated $18K.
Certified Advisory Corp first reported a position in Office Properties Income Trust in Q1 2019 and held it in 7 quarters.
Certified Advisory Corp's Office Properties Income Trust position peaked at $19K in Q4 2019.
198 funds tracked by Wall St. Rank held Office Properties Income Trust as of Q2 2021.

Based on Certified Advisory Corp's 13F filing for Q2 2021, filed 16 Aug 2021.