TPCW
OPI

TD Private Client Wealth’s Office Properties Income Trust OPI Stock Holding History

TD Private Client Wealth’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
-507
Closed -$6.77K – 1261
2022
Q4 		$6.77K Hold
507
– – ﹤0.01% 1054
2022
Q3 		$7.12K Hold
507
– – ﹤0.01% 1034
2022
Q2 		$10.1K Hold
507
– – ﹤0.01% 1003
2022
Q1 		$13K Buy
+507
New +$12.9K ﹤0.01% 1013

Other funds holding OPI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

TD Private Client Wealth's OPI Position: Q1 2023 in Review

TD Private Client Wealth sold out of Office Properties Income Trust (OPI) in Q1 2023, closing a stake of 507 shares — an estimated $6.77K sold.

TD Private Client Wealth first reported a position in OPI in Q1 2022 and held it in 4 quarters. The position peaked at $13K in Q1 2022. 189 funds tracked by Wall St. Rank hold OPI as of Q1 2023.

  • TD Private Client Wealth reported no remaining Office Properties Income Trust position as of Q1 2023 after selling out during the quarter.
  • TD Private Client Wealth sold 507 Office Properties Income Trust shares in Q1 2023, an estimated $6.77K.
  • TD Private Client Wealth first reported a position in Office Properties Income Trust in Q1 2022 and held it in 4 quarters.
  • TD Private Client Wealth's Office Properties Income Trust position peaked at $13K in Q1 2022.
  • 189 funds tracked by Wall St. Rank held Office Properties Income Trust as of Q1 2023.

Based on TD Private Client Wealth's 13F filing for Q1 2023, filed 16 Aug 2024.