WAS
OPI

Winch Advisory Services’s Office Properties Income Trust OPI Stock Holding History

Winch Advisory Services’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
2024
Q1 		– Sell
-128
Closed -$939 – 452
2023
Q4 		$939 Buy
128
+5
+4% +$27 ﹤0.01% 389
2023
Q3 		$1K Buy
123
+5
+4% +$35 ﹤0.01% 401
2023
Q2 		$1K Buy
118
+4
+4% +$30 ﹤0.01% 402
2023
Q1 		$1K Buy
114
+4
+4% +$61 ﹤0.01% 396
2022
Q4 		$1K Buy
110
+4
+4% +$58 ﹤0.01% 384
2022
Q3 		$1K Buy
106
+2
+2% +$38 ﹤0.01% 373
2022
Q2 		$2K Buy
104
+3
+3% +$65 ﹤0.01% 351
2022
Q1 		$3K Buy
101
+2
+2% +$51 ﹤0.01% 359
2021
Q4 		$2K Buy
99
+2
+2% +$51 ﹤0.01% 410
2021
Q3 		$2K Buy
97
+2
+2% +$55 ﹤0.01% 420
2021
Q2 		$3K Buy
95
+2
+2% +$57 ﹤0.01% 393
2021
Q1 		$3K Buy
93
+2
+2% +$52 ﹤0.01% 362
2020
Q4 		$2K Buy
91
+2
+2% +$44 ﹤0.01% 375
2020
Q3 		$2K Sell
89
-121
-58% -$2.92K ﹤0.01% 339
2020
Q2 		$5K Buy
210
+4
+2% +$104 ﹤0.01% 261
2020
Q1 		$6K Buy
206
+3
+1% +$93 ﹤0.01% 212
2019
Q4 		$7K Buy
203
+4
+2% +$128 ﹤0.01% 234
2019
Q3 		$6K Buy
199
+4
+2% +$112 ﹤0.01% 230
2019
Q2 		$5K Buy
195
+4
+2% +$105 ﹤0.01% 254
2019
Q1 		$5K Buy
+191
New +$5.79K ﹤0.01% 249

Other funds holding OPI

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Winch Advisory Services's OPI Position: Q1 2024 in Review

Winch Advisory Services sold out of Office Properties Income Trust (OPI) in Q1 2024, closing a stake of 128 shares — an estimated $939 sold.

Winch Advisory Services first reported a position in OPI in Q1 2019 and held it in 20 quarters. The position peaked at $7K in Q4 2019. 134 funds tracked by Wall St. Rank hold OPI as of Q1 2024.

  • Winch Advisory Services reported no remaining Office Properties Income Trust position as of Q1 2024 after selling out during the quarter.
  • Winch Advisory Services sold 128 Office Properties Income Trust shares in Q1 2024, an estimated $939.
  • Winch Advisory Services first reported a position in Office Properties Income Trust in Q1 2019 and held it in 20 quarters.
  • Winch Advisory Services's Office Properties Income Trust position peaked at $7K in Q4 2019.
  • 134 funds tracked by Wall St. Rank held Office Properties Income Trust as of Q1 2024.

Based on Winch Advisory Services's 13F filing for Q1 2024, filed 14 May 2024.