AWM
ONL

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

Avior 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
2025
Q1 		– Sell
-84
Closed -$311 – 1830
2024
Q4 		$311 Hold
84
– – ﹤0.01% 2327
2024
Q3 		$336 Hold
84
– – ﹤0.01% 2200
2024
Q2 		$301 Sell
84
-1,900
-96% -$6.51K ﹤0.01% 2159
2024
Q1 		$6.96K Buy
1,984
+1,901
+2,290% +$8.53K ﹤0.01% 1980
2023
Q4 		$474 Hold
83
– – ﹤0.01% 1432
2023
Q3 		$432 Hold
83
– – ﹤0.01% 1505
2023
Q2 		$548 Hold
83
– – ﹤0.01% 1455
2023
Q1 		$556 Sell
83
-5
-6% -$41 ﹤0.01% 1513
2022
Q4 		$751 Hold
88
– – ﹤0.01% 1144
2022
Q3 		$0 Sell
88
-2
-2% -$21 ﹤0.01% 1260
2022
Q2 		$0 Buy
90
+2
+2% +$26 ﹤0.01% 1187
2022
Q1 		$1K Buy
+88
New +$1.48K ﹤0.01% 1050

Other funds holding ONL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
KCM
Kawa Capital Management Hallandale Beach, Florida $43.2M AUM 13.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return