PFS
OPI

Prospera Financial Services’s Office Properties Income Trust OPI Stock Holding History

Prospera Financial Services’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
-625
Closed -$16K – 2291
2022
Q1 		$16K Buy
+625
New +$15.9K ﹤0.01% 1839

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Prospera Financial Services's OPI Position: Q2 2022 in Review

Prospera Financial Services sold out of Office Properties Income Trust (OPI) in Q2 2022, closing a stake of 625 shares — an estimated $16K sold.

Prospera Financial Services first reported a position in OPI in Q1 2022 and held it in 1 quarter. The position peaked at $16K in Q1 2022. 189 funds tracked by Wall St. Rank hold OPI as of Q2 2022.

  • Prospera Financial Services reported no remaining Office Properties Income Trust position as of Q2 2022 after selling out during the quarter.
  • Prospera Financial Services sold 625 Office Properties Income Trust shares in Q2 2022, an estimated $16K.
  • Prospera Financial Services first reported a position in Office Properties Income Trust in Q1 2022 and held it in 1 quarter.
  • Prospera Financial Services's Office Properties Income Trust position peaked at $16K in Q1 2022.
  • 189 funds tracked by Wall St. Rank held Office Properties Income Trust as of Q2 2022.

Based on Prospera Financial Services's 13F filing for Q2 2022, filed 8 Aug 2022.