PWMG
OPI

Prestige Wealth Management Group’s Office Properties Income Trust OPI Stock Holding History

Prestige Wealth Management Group’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
-150
Closed -$615 – 1065
2023
Q3 		$615 Hold
150
– – ﹤0.01% 938
2023
Q2 		$1.16K Buy
+150
New +$1.14K ﹤0.01% 888

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 $46.4B AUM 27.74% 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 $2.9T AUM 29.55% 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

Prestige Wealth Management Group's OPI Position: Q4 2023 in Review

Prestige Wealth Management Group sold out of Office Properties Income Trust (OPI) in Q4 2023, closing a stake of 150 shares — an estimated $615 sold.

Prestige Wealth Management Group first reported a position in OPI in Q2 2023 and held it in 2 quarters. The position peaked at $1.16K in Q2 2023. 153 funds tracked by Wall St. Rank hold OPI as of Q4 2023.

  • Prestige Wealth Management Group reported no remaining Office Properties Income Trust position as of Q4 2023 after selling out during the quarter.
  • Prestige Wealth Management Group sold 150 Office Properties Income Trust shares in Q4 2023, an estimated $615.
  • Prestige Wealth Management Group first reported a position in Office Properties Income Trust in Q2 2023 and held it in 2 quarters.
  • Prestige Wealth Management Group's Office Properties Income Trust position peaked at $1.16K in Q2 2023.
  • 153 funds tracked by Wall St. Rank held Office Properties Income Trust as of Q4 2023.

Based on Prestige Wealth Management Group's 13F filing for Q4 2023, filed 8 Feb 2024.