Sutton Wealth Advisors’s Office Properties Income Trust OPI Stock Holding History

Sutton Wealth 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
2023 Q1	–	Sell	-2,455	Closed	-$32.8K	–	1330
2022 Q4	$32.8K	Buy	2,455 +2,409	+5,237%	+$34.7K	0.01%	518
2022 Q3	$646	Buy	46 +28	+156%	+$526	﹤0.01%	1413
2022 Q2	$359	Sell	18 -494	-96%	-$10.7K	﹤0.01%	1517
2022 Q1	$13.2K	Hold	512	–	–	﹤0.01%	857
2021 Q4	$12.7K	Buy	512 +31	+6%	+$796	﹤0.01%	854
2021 Q3	$12.2K	Buy	481 +123	+34%	+$3.35K	﹤0.01%	844
2021 Q2	$10.5K	Buy	+358	New	+$10.3K	﹤0.01%	900
2020 Q4	–	Sell	-1,436	Closed	-$29.8K	–	1244
2020 Q3	$29.8K	Hold	1,436	–	–	0.01%	434
2020 Q2	$37.3K	Hold	1,436	–	–	0.02%	372
2020 Q1	$39.1K	Buy	1,436 +169	+13%	+$5.22K	0.02%	322
2019 Q4	$40.7K	Hold	1,267	–	–	0.02%	366
2019 Q3	$38.8K	Hold	1,267	–	–	0.02%	373
2019 Q2	$33.3K	Buy	1,267 +491	+63%	+$12.9K	0.02%	420
2019 Q1	$21.4K	Buy	+776	New	+$23.5K	0.01%	549

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Sutton Wealth Advisors's OPI Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Office Properties Income Trust (OPI) in Q1 2023, closing a stake of 2,455 shares — an estimated $32.8K sold.

Sutton Wealth Advisors first reported a position in OPI in Q1 2019 and held it in 14 quarters. The position peaked at $40.7K in Q4 2019. 189 funds tracked by Wall St. Rank hold OPI as of Q1 2023.

Sutton Wealth Advisors reported no remaining Office Properties Income Trust position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 2,455 Office Properties Income Trust shares in Q1 2023, an estimated $32.8K.
Sutton Wealth Advisors first reported a position in Office Properties Income Trust in Q1 2019 and held it in 14 quarters.
Sutton Wealth Advisors's Office Properties Income Trust position peaked at $40.7K in Q4 2019.
189 funds tracked by Wall St. Rank held Office Properties Income Trust as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.