Wipfli Financial Advisors’s Office Properties Income Trust OPI Stock Holding History

Wipfli Financial 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
2022 Q3	$24K	Buy	+1,691	New	+$31.7K	﹤0.01%	1495

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

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wipfli Financial Advisors's OPI Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Office Properties Income Trust (OPI) in Q3 2022: 1,691 shares worth $24K. The stake represents ﹤0.01% of the portfolio and ranks #1495 among its holdings.

184 funds tracked by Wall St. Rank hold OPI as of Q3 2022.

Wipfli Financial Advisors held 1,691 shares of Office Properties Income Trust worth $24K as of Q3 2022.
Office Properties Income Trust was a new Wipfli Financial Advisors position in Q3 2022.
Office Properties Income Trust made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1495 holding.
184 funds tracked by Wall St. Rank held Office Properties Income Trust as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.