Joseph P. Lucia & Associates’s Office Properties Income Trust OPI Stock Holding History

Joseph P. Lucia & Associates’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
2022 Q2	–	Sell	-578	Closed	-$15K	–	479
2022 Q1	$15K	Buy	+578	New	+$14.7K	0.01%	292
2021 Q4	–	Sell	-578	Closed	-$15K	–	420
2021 Q3	$15K	Hold	578	–	–	0.01%	341
2021 Q2	$17K	Hold	578	–	–	0.01%	336
2021 Q1	$16K	Hold	578	–	–	0.01%	314
2020 Q4	$13K	Buy	+578	New	+$12.6K	0.01%	309
2020 Q3	–	Sell	-578	Closed	-$15K	–	339
2020 Q2	$15K	Hold	578	–	–	0.01%	271
2020 Q1	$16K	Hold	578	–	–	0.02%	245
2019 Q4	$19K	Sell	578 -1,561	-73%	-$50K	0.02%	248
2019 Q3	$66K	Buy	2,139 +34	+2%	+$950	0.07%	152
2019 Q2	$55K	Buy	+2,105	New	+$55.3K	0.06%	161

Other funds holding OPI

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Joseph P. Lucia & Associates's OPI Position: Q2 2022 in Review

Joseph P. Lucia & Associates sold out of Office Properties Income Trust (OPI) in Q2 2022, closing a stake of 578 shares — an estimated $15K sold.

Joseph P. Lucia & Associates first reported a position in OPI in Q2 2019 and held it in 10 quarters. The position peaked at $66K in Q3 2019. 189 funds tracked by Wall St. Rank hold OPI as of Q2 2022.

Joseph P. Lucia & Associates reported no remaining Office Properties Income Trust position as of Q2 2022 after selling out during the quarter.
Joseph P. Lucia & Associates sold 578 Office Properties Income Trust shares in Q2 2022, an estimated $15K.
Joseph P. Lucia & Associates first reported a position in Office Properties Income Trust in Q2 2019 and held it in 10 quarters.
Joseph P. Lucia & Associates's Office Properties Income Trust position peaked at $66K in Q3 2019.
189 funds tracked by Wall St. Rank held Office Properties Income Trust as of Q2 2022.

Based on Joseph P. Lucia & Associates's 13F filing for Q2 2022, filed 26 Jul 2022.