Glassman Wealth Services’s Office Properties Income Trust OPI Stock Holding History

Glassman Wealth 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
2024 Q1	–	Sell	-392	Closed	-$2.87K	–	1307
2023 Q4	$2.87K	Buy	392 +23	+6%	+$122	﹤0.01%	1238
2023 Q3	$1.51K	Buy	369 +166	+82%	+$1.15K	﹤0.01%	1427
2023 Q2	$1.56K	Buy	+203	New	+$1.54K	﹤0.01%	1325
2020 Q1	–	Sell	-24	Closed	-$1K	–	1437
2019 Q4	$1K	Hold	24	–	–	﹤0.01%	991
2019 Q3	$1K	Buy	24 +10	+71%	+$279	﹤0.01%	890
2019 Q2	$0	Sell	14 -10	-42%	-$263	﹤0.01%	1287
2019 Q1	$1K	Buy	+24	New	+$727	﹤0.01%	862

Other funds holding OPI

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

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

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

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

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

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

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

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Glassman Wealth Services's OPI Position: Q1 2024 in Review

Glassman Wealth Services sold out of Office Properties Income Trust (OPI) in Q1 2024, closing a stake of 392 shares — an estimated $2.87K sold.

Glassman Wealth Services first reported a position in OPI in Q1 2019 and held it in 7 quarters. The position peaked at $2.87K in Q4 2023. 134 funds tracked by Wall St. Rank hold OPI as of Q1 2024.

Glassman Wealth Services reported no remaining Office Properties Income Trust position as of Q1 2024 after selling out during the quarter.
Glassman Wealth Services sold 392 Office Properties Income Trust shares in Q1 2024, an estimated $2.87K.
Glassman Wealth Services first reported a position in Office Properties Income Trust in Q1 2019 and held it in 7 quarters.
Glassman Wealth Services's Office Properties Income Trust position peaked at $2.87K in Q4 2023.
134 funds tracked by Wall St. Rank held Office Properties Income Trust as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.