Sonora Investment Management’s Office Properties Income Trust OPI Stock Holding History

Sonora Investment Management’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
2021 Q3	$2K	Hold	75	–	–	﹤0.01%	1000
2021 Q2	$2K	Hold	75	–	–	﹤0.01%	903
2021 Q1	$2K	Hold	75	–	–	﹤0.01%	1665
2020 Q4	$2K	Hold	75	–	–	﹤0.01%	1591
2020 Q3	$2K	Hold	75	–	–	﹤0.01%	1641
2020 Q2	$2K	Hold	75	–	–	﹤0.01%	1586
2020 Q1	$2K	Hold	75	–	–	﹤0.01%	1489
2019 Q4	$2K	Hold	75	–	–	﹤0.01%	1583
2019 Q3	$2K	Hold	75	–	–	﹤0.01%	1566
2019 Q2	$2K	Sell	75 -325	-81%	-$8.54K	﹤0.01%	1575
2019 Q1	$11K	Buy	+400	New	+$12.1K	﹤0.01%	974

Other funds holding OPI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Sonora Investment Management's OPI Position: Q3 2021 in Review

Sonora Investment Management held its Office Properties Income Trust (OPI) position steady in Q3 2021 at 75 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1000.

Sonora Investment Management first reported a position in OPI in Q1 2019 and has held it in 11 quarters since. The position peaked at $11K in Q1 2019. 188 funds tracked by Wall St. Rank hold OPI as of Q3 2021.

Sonora Investment Management held 75 shares of Office Properties Income Trust worth $2K as of Q3 2021.
Sonora Investment Management left its Office Properties Income Trust share count unchanged in Q3 2021.
Office Properties Income Trust made up ﹤0.01% of Sonora Investment Management's portfolio in Q3 2021, its #1000 holding.
Sonora Investment Management first reported a position in Office Properties Income Trust in Q1 2019 and has held it in 11 quarters since.
Sonora Investment Management's Office Properties Income Trust position peaked at $11K in Q1 2019.
188 funds tracked by Wall St. Rank held Office Properties Income Trust as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.