GLLW
OPI

Graves Light Lenhart Wealth’s Office Properties Income Trust OPI Stock Holding History

Graves Light Lenhart 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
2021
Q3 		– Sell
-48
Closed -$1K – 756
2021
Q2 		$1K Hold
48
– – ﹤0.01% 707
2021
Q1 		$1K Hold
48
– – ﹤0.01% 706
2020
Q4 		$1K Buy
+48
New +$1.05K ﹤0.01% 692

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Graves Light Lenhart Wealth's OPI Position: Q3 2021 in Review

Graves Light Lenhart Wealth sold out of Office Properties Income Trust (OPI) in Q3 2021, closing a stake of 48 shares — an estimated $1K sold.

Graves Light Lenhart Wealth first reported a position in OPI in Q4 2020 and held it in 3 quarters. The position peaked at $1K in Q2 2021. 188 funds tracked by Wall St. Rank hold OPI as of Q3 2021.

  • Graves Light Lenhart Wealth reported no remaining Office Properties Income Trust position as of Q3 2021 after selling out during the quarter.
  • Graves Light Lenhart Wealth sold 48 Office Properties Income Trust shares in Q3 2021, an estimated $1K.
  • Graves Light Lenhart Wealth first reported a position in Office Properties Income Trust in Q4 2020 and held it in 3 quarters.
  • Graves Light Lenhart Wealth's Office Properties Income Trust position peaked at $1K in Q2 2021.
  • 188 funds tracked by Wall St. Rank held Office Properties Income Trust as of Q3 2021.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2021, filed 15 Nov 2021.