GWSG
OPI

GPS Wealth Strategies Group’s Office Properties Income Trust OPI Stock Holding History

GPS Wealth Strategies Group’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
-50
Closed -$1K – 1057
2021
Q1 		$1K Buy
+50
New +$1.29K ﹤0.01% 914

Other funds holding OPI

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

GPS Wealth Strategies Group's OPI Position: Q2 2021 in Review

GPS Wealth Strategies Group sold out of Office Properties Income Trust (OPI) in Q2 2021, closing a stake of 50 shares — an estimated $1K sold.

GPS Wealth Strategies Group first reported a position in OPI in Q1 2021 and held it in 1 quarter. The position peaked at $1K in Q1 2021. 198 funds tracked by Wall St. Rank hold OPI as of Q2 2021.

  • GPS Wealth Strategies Group reported no remaining Office Properties Income Trust position as of Q2 2021 after selling out during the quarter.
  • GPS Wealth Strategies Group sold 50 Office Properties Income Trust shares in Q2 2021, an estimated $1K.
  • GPS Wealth Strategies Group first reported a position in Office Properties Income Trust in Q1 2021 and held it in 1 quarter.
  • GPS Wealth Strategies Group's Office Properties Income Trust position peaked at $1K in Q1 2021.
  • 198 funds tracked by Wall St. Rank held Office Properties Income Trust as of Q2 2021.

Based on GPS Wealth Strategies Group's 13F filing for Q2 2021, filed 19 Jul 2021.