HGWM
OPI

Harvest Group Wealth Management’s Office Properties Income Trust OPI Stock Holding History

Harvest Group Wealth Management’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
Q1 		– Sell
-25
Closed -$1K – 504
2020
Q4 		$1K Buy
+25
New +$546 ﹤0.01% 525
2020
Q3 		– Sell
-12
Closed – – 761
2020
Q2 		$0 Buy
12
+5
+71% +$130 ﹤0.01% 763
2020
Q1 		$0 Sell
7
-192
-96% -$5.93K ﹤0.01% 860
2019
Q4 		$6K Hold
199
– – 0.01% 331
2019
Q3 		$6K Hold
199
– – 0.01% 368
2019
Q2 		$5K Buy
+199
New +$5.23K 0.01% 355

Other funds holding OPI

BlackRock
BlackRock New York $5.7T 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return