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

Spire Wealth 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
2023 Q2	–	Sell	-52	Closed	-$640	–	2489
2023 Q1	$640	Hold	52	–	–	﹤0.01%	2446
2022 Q4	$1K	Buy	+52	New	+$749	﹤0.01%	2227
2022 Q3	–	Sell	-235	Closed	-$5K	–	2481
2022 Q2	$5K	Buy	235 +54	+30%	+$1.17K	﹤0.01%	2141
2022 Q1	$5K	Sell	181 -52	-22%	-$1.32K	﹤0.01%	2243
2021 Q4	$6K	Buy	233 +52	+29%	+$1.34K	﹤0.01%	2527
2021 Q3	$5K	Hold	181	–	–	﹤0.01%	2288
2021 Q2	$5K	Sell	181 -52	-22%	-$1.49K	﹤0.01%	2318
2021 Q1	$6K	Buy	+233	New	+$6.04K	﹤0.01%	2584

Other funds holding OPI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Spire Wealth Management's OPI Position: Q2 2023 in Review

Spire Wealth Management sold out of Office Properties Income Trust (OPI) in Q2 2023, closing a stake of 52 shares — an estimated $640 sold.

Spire Wealth Management first reported a position in OPI in Q1 2021 and held it in 8 quarters. The position peaked at $6K in Q4 2021. 187 funds tracked by Wall St. Rank hold OPI as of Q2 2023.

Spire Wealth Management reported no remaining Office Properties Income Trust position as of Q2 2023 after selling out during the quarter.
Spire Wealth Management sold 52 Office Properties Income Trust shares in Q2 2023, an estimated $640.
Spire Wealth Management first reported a position in Office Properties Income Trust in Q1 2021 and held it in 8 quarters.
Spire Wealth Management's Office Properties Income Trust position peaked at $6K in Q4 2021.
187 funds tracked by Wall St. Rank held Office Properties Income Trust as of Q2 2023.

Based on Spire Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.