BWP
ONL

Baldwin Wealth Partners’s Orion Office REIT ONL Stock Holding History

Baldwin Wealth Partners’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
2024
Q4 		– Sell
-60
Closed -$240 – 770
2024
Q3 		$240 Hold
60
– – ﹤0.01% 1056
2024
Q2 		$215 Hold
60
– – ﹤0.01% 757
2024
Q1 		$211 Hold
60
– – ﹤0.01% 683
2023
Q4 		$343 Sell
60
-10
-14% -$52 ﹤0.01% 705
2023
Q3 		$365 Hold
70
– – ﹤0.01% 730
2023
Q2 		$463 Hold
70
– – ﹤0.01% 741
2023
Q1 		$469 Buy
70
+10
+17% +$81 ﹤0.01% 778
2022
Q4 		$512 Hold
60
– – ﹤0.01% 761
2022
Q3 		$1K Hold
60
– – ﹤0.01% 649
2022
Q2 		$1K Buy
+60
New +$774 ﹤0.01% 676
2022
Q1 		– Sell
-120
Closed -$2K – 687
2021
Q4 		$2K Buy
+120
New +$2.37K ﹤0.01% 605

Other funds holding ONL

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
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Baldwin Wealth Partners's ONL Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Orion Office REIT (ONL) in Q4 2024, closing a stake of 60 shares — an estimated $240 sold.

Baldwin Wealth Partners first reported a position in ONL in Q4 2021 and held it in 11 quarters. The position peaked at $2K in Q4 2021. 253 funds tracked by Wall St. Rank hold ONL as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining Orion Office REIT position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 60 Orion Office REIT shares in Q4 2024, an estimated $240.
  • Baldwin Wealth Partners first reported a position in Orion Office REIT in Q4 2021 and held it in 11 quarters.
  • Baldwin Wealth Partners's Orion Office REIT position peaked at $2K in Q4 2021.
  • 253 funds tracked by Wall St. Rank held Orion Office REIT as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.