Gradient Investments’s Office Properties Income Trust OPI Stock Holding History

Gradient Investments’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	-93	Closed	-$190	–	982
2024 Q2	$190	Hold	93	–	–	﹤0.01%	1274
2024 Q1	$190	Hold	93	–	–	﹤0.01%	1104
2023 Q4	$681	Hold	93	–	–	﹤0.01%	1525
2023 Q3	$381	Hold	93	–	–	﹤0.01%	1605
2023 Q2	$716	Hold	93	–	–	﹤0.01%	1461
2023 Q1	$1.14K	Hold	93	–	–	﹤0.01%	1187
2022 Q4	$1.24K	Hold	93	–	–	﹤0.01%	1159
2022 Q3	$1K	Hold	93	–	–	﹤0.01%	1271
2022 Q2	$2K	Hold	93	–	–	﹤0.01%	1059
2022 Q1	$2K	Hold	93	–	–	﹤0.01%	1051
2021 Q4	$2K	Buy	+93	New	+$2.39K	﹤0.01%	1081
2020 Q2	–	Sell	-23	Closed	-$1K	–	1158
2020 Q1	$1K	Buy	+23	New	+$711	﹤0.01%	1025

Other funds holding OPI

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

CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return

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

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

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

PRCP

Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gradient Investments's OPI Position: Q3 2024 in Review

Gradient Investments sold out of Office Properties Income Trust (OPI) in Q3 2024, closing a stake of 93 shares — an estimated $190 sold.

Gradient Investments first reported a position in OPI in Q1 2020 and held it in 12 quarters. The position peaked at $2K in Q2 2022. 117 funds tracked by Wall St. Rank hold OPI as of Q3 2024.

Gradient Investments reported no remaining Office Properties Income Trust position as of Q3 2024 after selling out during the quarter.
Gradient Investments sold 93 Office Properties Income Trust shares in Q3 2024, an estimated $190.
Gradient Investments first reported a position in Office Properties Income Trust in Q1 2020 and held it in 12 quarters.
Gradient Investments's Office Properties Income Trust position peaked at $2K in Q2 2022.
117 funds tracked by Wall St. Rank held Office Properties Income Trust as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.