Accel Wealth Management’s Orion Office REIT ONL Stock Holding History

Accel Wealth Management’s Portfolio ONL Stock Details ONL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-71	Closed	-$477	–	642
2023 Q1	$477	Hold	71	–	–	﹤0.01%	1219
2022 Q4	$608	Hold	71	–	–	﹤0.01%	1008
2022 Q3	$1K	Hold	71	–	–	﹤0.01%	1010
2022 Q2	$1K	Buy	71 +1	+1%	+$13	﹤0.01%	969
2022 Q1	$1K	Sell	70 -23	-25%	-$388	﹤0.01%	910
2021 Q4	$2K	Buy	+93	New	+$1.84K	﹤0.01%	882

Other funds holding ONL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MAP

Madison Avenue Partners New York $2.32B AUM 132.6% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Newtyn Management New York $801M AUM 23.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

Accel Wealth Management's ONL Position: Q2 2023 in Review

Accel Wealth Management sold out of Orion Office REIT (ONL) in Q2 2023, closing a stake of 71 shares — an estimated $477 sold.

Accel Wealth Management first reported a position in ONL in Q4 2021 and held it in 6 quarters. The position peaked at $2K in Q4 2021. 268 funds tracked by Wall St. Rank hold ONL as of Q2 2023.

Accel Wealth Management reported no remaining Orion Office REIT position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 71 Orion Office REIT shares in Q2 2023, an estimated $477.
Accel Wealth Management first reported a position in Orion Office REIT in Q4 2021 and held it in 6 quarters.
Accel Wealth Management's Orion Office REIT position peaked at $2K in Q4 2021.
268 funds tracked by Wall St. Rank held Orion Office REIT as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.