SFA
OPI

Sequoia Financial Advisors’s Office Properties Income Trust OPI Stock Holding History

Sequoia Financial Advisors’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
2024
Q4 		– Sell
-10,165
Closed -$22.2K – 1401
2024
Q3 		$22.2K Hold
10,165
– – ﹤0.01% 1281
2024
Q2 		$20.7K Buy
+10,165
New +$22.1K ﹤0.01% 1214

Other funds holding OPI

MP
MSD Partners New York $82.3M AUM 15.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
CM
CastleKnight Management New York $2.14B AUM 121.87% 1-Year Est. Return
RAM
Readystate Asset Management Chicago, Illinois $1.71B AUM 15% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
FC
Foursixthree Capital New York $233M AUM 115.24% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return