CAS
ONL

Coppell Advisory Solutions’s Orion Office REIT ONL Stock Holding History

Coppell Advisory Solutions’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
-173
Closed -$645 – 1379
2024
Q4 		$645 Sell
173
-58
-25% -$228 ﹤0.01% 1727
2024
Q3 		$938 Sell
231
-79
-25% -$310 ﹤0.01% 1584
2024
Q2 		$1.11K Buy
+310
New +$1.06K ﹤0.01% 1486
2023
Q4 		$2.66K Sell
465
-1,225
-72% -$6.39K ﹤0.01% 1238
2023
Q3 		$14.4K Buy
1,690
+1,233
+270% +$7.48K 0.01% 542
2023
Q2 		$3.04K Buy
+457
New +$2.85K ﹤0.01% 952
2023
Q1 		– Sell
-1,690
Closed -$14.4K – 787
2022
Q4 		$14.4K Buy
+1,690
New +$15.4K ﹤0.01% 546

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