CFFP
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Center for Financial Planning’s Orion Office REIT ONL Stock Holding History

Center for Financial Planning’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
Q1 		– Sell
-58
Closed -$495 – 554
2022
Q4 		$495 Hold
58
– – ﹤0.01% 509
2022
Q3 		$1K Hold
58
– – ﹤0.01% 608
2022
Q2 		$1K Hold
58
– – ﹤0.01% 506
2022
Q1 		$1K Hold
58
– – ﹤0.01% 511
2021
Q4 		$1K Buy
+58
New +$1.15K ﹤0.01% 517

Other funds holding ONL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MAP
Madison Avenue Partners New York $2.32B AUM 132.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
NM
Newtyn Management New York $801M AUM 23.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SCM
Solas Capital Management Darien, Connecticut $187M AUM 12.91% 1-Year Est. Return

Center for Financial Planning's ONL Position: Q1 2023 in Review

Center for Financial Planning sold out of Orion Office REIT (ONL) in Q1 2023, closing a stake of 58 shares — an estimated $495 sold.

Center for Financial Planning first reported a position in ONL in Q4 2021 and held it in 5 quarters. The position peaked at $1K in Q3 2022. 290 funds tracked by Wall St. Rank hold ONL as of Q1 2023.

  • Center for Financial Planning reported no remaining Orion Office REIT position as of Q1 2023 after selling out during the quarter.
  • Center for Financial Planning sold 58 Orion Office REIT shares in Q1 2023, an estimated $495.
  • Center for Financial Planning first reported a position in Orion Office REIT in Q4 2021 and held it in 5 quarters.
  • Center for Financial Planning's Orion Office REIT position peaked at $1K in Q3 2022.
  • 290 funds tracked by Wall St. Rank held Orion Office REIT as of Q1 2023.

Based on Center for Financial Planning's 13F filing for Q1 2023, filed 2 May 2023.