MFT
OPI

Moisand Fitzgerald Tamayo’s Office Properties Income Trust OPI Stock Holding History

Moisand Fitzgerald Tamayo’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
Q1 		– Sell
-23
Closed -$314 – 806
2022
Q4 		$314 Sell
23
-88
-79% -$1.27K ﹤0.01% 748
2022
Q3 		$2K Buy
+111
New +$2.08K ﹤0.01% 529

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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Moisand Fitzgerald Tamayo's OPI Position: Q1 2023 in Review

Moisand Fitzgerald Tamayo sold out of Office Properties Income Trust (OPI) in Q1 2023, closing a stake of 23 shares — an estimated $314 sold.

Moisand Fitzgerald Tamayo first reported a position in OPI in Q3 2022 and held it in 2 quarters. The position peaked at $2K in Q3 2022. 189 funds tracked by Wall St. Rank hold OPI as of Q1 2023.

  • Moisand Fitzgerald Tamayo reported no remaining Office Properties Income Trust position as of Q1 2023 after selling out during the quarter.
  • Moisand Fitzgerald Tamayo sold 23 Office Properties Income Trust shares in Q1 2023, an estimated $314.
  • Moisand Fitzgerald Tamayo first reported a position in Office Properties Income Trust in Q3 2022 and held it in 2 quarters.
  • Moisand Fitzgerald Tamayo's Office Properties Income Trust position peaked at $2K in Q3 2022.
  • 189 funds tracked by Wall St. Rank held Office Properties Income Trust as of Q1 2023.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q1 2023, filed 5 May 2023.