GWSA
OPI

Global Wealth Strategies & Associates’s Office Properties Income Trust OPI Stock Holding History

Global Wealth Strategies & Associates’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
2023
Q4 		– Sell
-25
Closed -$103 – 353
2023
Q3 		$103 Buy
+25
New +$174 ﹤0.01% 319

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Global Wealth Strategies & Associates's OPI Position: Q4 2023 in Review

Global Wealth Strategies & Associates sold out of Office Properties Income Trust (OPI) in Q4 2023, closing a stake of 25 shares — an estimated $103 sold.

Global Wealth Strategies & Associates first reported a position in OPI in Q3 2023 and held it in 1 quarter. The position peaked at $103 in Q3 2023. 153 funds tracked by Wall St. Rank hold OPI as of Q4 2023.

  • Global Wealth Strategies & Associates reported no remaining Office Properties Income Trust position as of Q4 2023 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 25 Office Properties Income Trust shares in Q4 2023, an estimated $103.
  • Global Wealth Strategies & Associates first reported a position in Office Properties Income Trust in Q3 2023 and held it in 1 quarter.
  • Global Wealth Strategies & Associates's Office Properties Income Trust position peaked at $103 in Q3 2023.
  • 153 funds tracked by Wall St. Rank held Office Properties Income Trust as of Q4 2023.

Based on Global Wealth Strategies & Associates's 13F filing for Q4 2023, filed 2 Jan 2024.