RTC
OPI

Riverview Trust Company’s Office Properties Income Trust OPI Stock Holding History

Riverview Trust Company’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
-2,778
Closed -$11.4K – 476
2023
Q3 		$11.4K Buy
+2,778
New +$19.3K 0.01% 648
2023
Q2 		– Sell
-983
Closed -$12.1K – 731
2023
Q1 		$12.1K Hold
983
– – 0.01% 633
2022
Q4 		$13K Buy
+983
New +$14.2K 0.01% 582

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

Riverview Trust Company's OPI Position: Q4 2023 in Review

Riverview Trust Company sold out of Office Properties Income Trust (OPI) in Q4 2023, closing a stake of 2,778 shares — an estimated $11.4K sold.

Riverview Trust Company first reported a position in OPI in Q4 2022 and held it in 3 quarters. The position peaked at $13K in Q4 2022. 153 funds tracked by Wall St. Rank hold OPI as of Q4 2023.

  • Riverview Trust Company reported no remaining Office Properties Income Trust position as of Q4 2023 after selling out during the quarter.
  • Riverview Trust Company sold 2,778 Office Properties Income Trust shares in Q4 2023, an estimated $11.4K.
  • Riverview Trust Company first reported a position in Office Properties Income Trust in Q4 2022 and held it in 3 quarters.
  • Riverview Trust Company's Office Properties Income Trust position peaked at $13K in Q4 2022.
  • 153 funds tracked by Wall St. Rank held Office Properties Income Trust as of Q4 2023.

Based on Riverview Trust Company's 13F filing for Q4 2023, filed 24 Jan 2024.