U.S. Capital Wealth Advisors’s Office Properties Income Trust OPI Stock Holding History

U.S. Capital 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	-17	Closed	-$227	–	1238
2022 Q4	$227	Buy	+17	New	+$245	﹤0.01%	1599

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

U.S. Capital Wealth Advisors's OPI Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of Office Properties Income Trust (OPI) in Q1 2023, closing a stake of 17 shares — an estimated $227 sold.

U.S. Capital Wealth Advisors first reported a position in OPI in Q4 2022 and held it in 1 quarter. The position peaked at $227 in Q4 2022. 189 funds tracked by Wall St. Rank hold OPI as of Q1 2023.

U.S. Capital Wealth Advisors reported no remaining Office Properties Income Trust position as of Q1 2023 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 17 Office Properties Income Trust shares in Q1 2023, an estimated $227.
U.S. Capital Wealth Advisors first reported a position in Office Properties Income Trust in Q4 2022 and held it in 1 quarter.
U.S. Capital Wealth Advisors's Office Properties Income Trust position peaked at $227 in Q4 2022.
189 funds tracked by Wall St. Rank held Office Properties Income Trust as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.