Cetera Investment Advisers
OPI

Cetera Investment Advisers’s Office Properties Income Trust OPI Stock Holding History

Cetera Investment Advisers’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
2024
Q3 		– Sell
-11,779
Closed -$24K – 3865
2024
Q2 		$24K Buy
+11,779
New +$25.6K ﹤0.01% 3638

Other funds holding OPI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CM
CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cetera Investment Advisers's OPI Position: Q3 2024 in Review

Cetera Investment Advisers sold out of Office Properties Income Trust (OPI) in Q3 2024, closing a stake of 11,779 shares — an estimated $24K sold.

Cetera Investment Advisers first reported a position in OPI in Q2 2024 and held it in 1 quarter. The position peaked at $24K in Q2 2024. 117 funds tracked by Wall St. Rank hold OPI as of Q3 2024.

  • Cetera Investment Advisers reported no remaining Office Properties Income Trust position as of Q3 2024 after selling out during the quarter.
  • Cetera Investment Advisers sold 11,779 Office Properties Income Trust shares in Q3 2024, an estimated $24K.
  • Cetera Investment Advisers first reported a position in Office Properties Income Trust in Q2 2024 and held it in 1 quarter.
  • Cetera Investment Advisers's Office Properties Income Trust position peaked at $24K in Q2 2024.
  • 117 funds tracked by Wall St. Rank held Office Properties Income Trust as of Q3 2024.

Based on Cetera Investment Advisers's 13F filing for Q3 2024, filed 13 Nov 2024.