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

TCI 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 Q2	–	Sell	-759	Closed	-$9.34K	–	1590
2023 Q1	$9.34K	Sell	759 -265	-26%	-$4.07K	﹤0.01%	1135
2022 Q4	$13.7K	Buy	+1,024	New	+$14.8K	﹤0.01%	875
2022 Q3	–	Sell	-315	Closed	-$6K	–	2490
2022 Q2	$6K	Buy	315 +168	+114%	+$3.64K	﹤0.01%	1380
2022 Q1	$4K	Hold	147	–	–	﹤0.01%	1756
2021 Q4	$4K	Buy	+147	New	+$3.78K	﹤0.01%	1866
2021 Q3	–	Sell	-460	Closed	-$13K	–	2519
2021 Q2	$13K	Buy	460 +375	+441%	+$10.7K	﹤0.01%	803
2021 Q1	$2K	Buy	+85	New	+$2.2K	﹤0.01%	1829
2020 Q4	–	Sell	-118	Closed	-$2K	–	1618
2020 Q3	$2K	Buy	+118	New	+$2.84K	﹤0.01%	1150
2020 Q1	–	Sell	-113	Closed	-$4K	–	1676
2019 Q4	$4K	Hold	113	–	–	﹤0.01%	934
2019 Q3	$3K	Buy	+113	New	+$3.16K	﹤0.01%	972
2019 Q1	–	Hold	0	–	–	–	634

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

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

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

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

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

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

TCI Wealth Advisors's OPI Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Office Properties Income Trust (OPI) in Q2 2023, closing a stake of 759 shares — an estimated $9.34K sold.

TCI Wealth Advisors first reported a position in OPI in Q3 2019 and held it in 10 quarters. The position peaked at $13.7K in Q4 2022. 186 funds tracked by Wall St. Rank hold OPI as of Q2 2023.

TCI Wealth Advisors reported no remaining Office Properties Income Trust position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 759 Office Properties Income Trust shares in Q2 2023, an estimated $9.34K.
TCI Wealth Advisors first reported a position in Office Properties Income Trust in Q3 2019 and held it in 10 quarters.
TCI Wealth Advisors's Office Properties Income Trust position peaked at $13.7K in Q4 2022.
186 funds tracked by Wall St. Rank held Office Properties Income Trust as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.