OPS
OPI

Orion Portfolio Solutions’s Office Properties Income Trust OPI Stock Holding History

Orion Portfolio Solutions’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
2020
Q3 		– Sell
-155
Closed -$4K – 1541
2020
Q2 		$4K Buy
155
+128
+474% +$3.33K ﹤0.01% 1571
2020
Q1 		$1K Sell
27
-60
-69% -$1.85K ﹤0.01% 1773
2019
Q4 		$3K Buy
+87
New +$2.79K ﹤0.01% 1425

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Orion Portfolio Solutions's OPI Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of Office Properties Income Trust (OPI) in Q3 2020, closing a stake of 155 shares — an estimated $4K sold.

Orion Portfolio Solutions first reported a position in OPI in Q4 2019 and held it in 3 quarters. The position peaked at $4K in Q2 2020. 202 funds tracked by Wall St. Rank hold OPI as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining Office Properties Income Trust position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 155 Office Properties Income Trust shares in Q3 2020, an estimated $4K.
  • Orion Portfolio Solutions first reported a position in Office Properties Income Trust in Q4 2019 and held it in 3 quarters.
  • Orion Portfolio Solutions's Office Properties Income Trust position peaked at $4K in Q2 2020.
  • 202 funds tracked by Wall St. Rank held Office Properties Income Trust as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.