HWP
OPI

Hibernia Wealth Partners’s Office Properties Income Trust OPI Stock Holding History

Hibernia Wealth Partners’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
-28
Closed -$115 – 249
2023
Q3 		$115 Buy
+28
New +$194 ﹤0.01% 346

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
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

Hibernia Wealth Partners's OPI Position: Q4 2023 in Review

Hibernia Wealth Partners sold out of Office Properties Income Trust (OPI) in Q4 2023, closing a stake of 28 shares — an estimated $115 sold.

Hibernia Wealth Partners first reported a position in OPI in Q3 2023 and held it in 1 quarter. The position peaked at $115 in Q3 2023. 153 funds tracked by Wall St. Rank hold OPI as of Q4 2023.

  • Hibernia Wealth Partners reported no remaining Office Properties Income Trust position as of Q4 2023 after selling out during the quarter.
  • Hibernia Wealth Partners sold 28 Office Properties Income Trust shares in Q4 2023, an estimated $115.
  • Hibernia Wealth Partners first reported a position in Office Properties Income Trust in Q3 2023 and held it in 1 quarter.
  • Hibernia Wealth Partners's Office Properties Income Trust position peaked at $115 in Q3 2023.
  • 153 funds tracked by Wall St. Rank held Office Properties Income Trust as of Q4 2023.

Based on Hibernia Wealth Partners's 13F filing for Q4 2023, filed 19 Jan 2024.