EW
OPI

Evoke Wealth’s Office Properties Income Trust OPI Stock Holding History

Evoke Wealth’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
Q3 		– Sell
-103
Closed -$2K – 1229
2022
Q2 		$2K Buy
+103
New +$2.23K ﹤0.01% 1062
2020
Q3 		– Sell
-37
Closed -$1K – 1099
2020
Q2 		$1K Sell
37
-298
-89% -$7.76K ﹤0.01% 1006
2020
Q1 		$9.13K Buy
335
+26
+8% +$803 ﹤0.01% 517
2019
Q4 		$9.93K Hold
309
– – ﹤0.01% 749
2019
Q3 		$9.47K Buy
+309
New +$8.63K ﹤0.01% 834

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 $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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 $860B AUM 41.15% 1-Year Est. Return

Evoke Wealth's OPI Position: Q3 2022 in Review

Evoke Wealth sold out of Office Properties Income Trust (OPI) in Q3 2022, closing a stake of 103 shares — an estimated $2K sold.

Evoke Wealth first reported a position in OPI in Q3 2019 and held it in 5 quarters. The position peaked at $9.93K in Q4 2019. 184 funds tracked by Wall St. Rank hold OPI as of Q3 2022.

  • Evoke Wealth reported no remaining Office Properties Income Trust position as of Q3 2022 after selling out during the quarter.
  • Evoke Wealth sold 103 Office Properties Income Trust shares in Q3 2022, an estimated $2K.
  • Evoke Wealth first reported a position in Office Properties Income Trust in Q3 2019 and held it in 5 quarters.
  • Evoke Wealth's Office Properties Income Trust position peaked at $9.93K in Q4 2019.
  • 184 funds tracked by Wall St. Rank held Office Properties Income Trust as of Q3 2022.

Based on Evoke Wealth's 13F filing for Q3 2022, filed 7 Nov 2022.