WQ
OPI

Wealth Quarterback’s Office Properties Income Trust OPI Stock Holding History

Wealth Quarterback’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
2021
Q3 		$23K Buy
883
+17
+2% +$463 0.02% 345
2021
Q2 		$26K Buy
+866
New +$24.8K 0.02% 313
2020
Q2 		– Sell
-881
Closed -$24K – 559
2020
Q1 		$24K Sell
881
-35
-4% -$1.08K 0.02% 313
2019
Q4 		$29.4K Buy
+916
New +$29.3K 0.03% 302

Other funds holding OPI

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wealth Quarterback's OPI Position: Q3 2021 in Review

Wealth Quarterback increased its Office Properties Income Trust (OPI) stake by 2% in Q3 2021, buying an estimated $463 and bringing the position to 883 shares worth $23K. The position accounts for 0.02% of the portfolio, ranked #345.

Wealth Quarterback first reported a position in OPI in Q4 2019 and has held it in 4 quarters since. The position peaked at $29.4K in Q4 2019. 188 funds tracked by Wall St. Rank hold OPI as of Q3 2021.

  • Wealth Quarterback held 883 shares of Office Properties Income Trust worth $23K as of Q3 2021.
  • Wealth Quarterback bought 17 Office Properties Income Trust shares in Q3 2021, an estimated $463.
  • Office Properties Income Trust made up 0.02% of Wealth Quarterback's portfolio in Q3 2021, its #345 holding.
  • Wealth Quarterback first reported a position in Office Properties Income Trust in Q4 2019 and has held it in 4 quarters since.
  • Wealth Quarterback's Office Properties Income Trust position peaked at $29.4K in Q4 2019.
  • 188 funds tracked by Wall St. Rank held Office Properties Income Trust as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.