IA
OPI

IFP Advisors’s Office Properties Income Trust OPI Stock Holding History

IFP Advisors’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
-32
Closed -$131 – 3243
2023
Q3 		$131 Hold
32
– – ﹤0.01% 3212
2023
Q2 		$246 Hold
32
– – ﹤0.01% 3293
2023
Q1 		$870 Sell
32
-359
-92% -$5.51K ﹤0.01% 3107
2022
Q4 		$19K Buy
391
+234
+149% +$3.37K ﹤0.01% 2932
2022
Q3 		$4K Buy
157
+125
+391% +$2.35K ﹤0.01% 4144
2022
Q2 		$1K Hold
32
– – ﹤0.01% 4404
2022
Q1 		$1K Hold
32
– – ﹤0.01% 4402
2021
Q4 		$1K Hold
32
– – ﹤0.01% 3070
2021
Q3 		$1K Hold
32
– – ﹤0.01% 3086
2021
Q2 		$1K Hold
32
– – ﹤0.01% 2925
2021
Q1 		$1K Sell
32
-4
-11% -$104 ﹤0.01% 2857
2020
Q4 		$1K Buy
36
+1
+3% +$22 ﹤0.01% 2798
2020
Q3 		$1K Sell
35
-53
-60% -$1.28K ﹤0.01% 2681
2020
Q2 		$2K Sell
88
-344
-80% -$8.95K ﹤0.01% 2414
2020
Q1 		$11K Sell
432
-1,000
-70% -$30.9K ﹤0.01% 1735
2019
Q4 		$46K Sell
1,432
-167
-10% -$5.35K ﹤0.01% 1298
2019
Q3 		$50K Buy
+1,599
New +$44.7K ﹤0.01% 1370
2019
Q1 		$2K Buy
+76
New +$2.3K ﹤0.01% 2100

Other funds holding OPI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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 $287B AUM 42.33% 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 $1.88T AUM 44.46% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

IFP Advisors's OPI Position: Q4 2023 in Review

IFP Advisors sold out of Office Properties Income Trust (OPI) in Q4 2023, closing a stake of 32 shares — an estimated $131 sold.

IFP Advisors first reported a position in OPI in Q1 2019 and held it in 18 quarters. The position peaked at $50K in Q3 2019. 153 funds tracked by Wall St. Rank hold OPI as of Q4 2023.

  • IFP Advisors reported no remaining Office Properties Income Trust position as of Q4 2023 after selling out during the quarter.
  • IFP Advisors sold 32 Office Properties Income Trust shares in Q4 2023, an estimated $131.
  • IFP Advisors first reported a position in Office Properties Income Trust in Q1 2019 and held it in 18 quarters.
  • IFP Advisors's Office Properties Income Trust position peaked at $50K in Q3 2019.
  • 153 funds tracked by Wall St. Rank held Office Properties Income Trust as of Q4 2023.

Based on IFP Advisors's 13F filing for Q4 2023, filed 9 Jan 2024.