DWA
ONL

Delap Wealth Advisory’s Orion Office REIT ONL Stock Holding History

Delap Wealth Advisory’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
Q3 		– Sell
-12,164
Closed -$43.7K – 98
2024
Q2 		$43.7K Buy
+12,164
New +$41.7K 0.02% 114

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 $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Delap Wealth Advisory's ONL Position: Q3 2024 in Review

Delap Wealth Advisory sold out of Orion Office REIT (ONL) in Q3 2024, closing a stake of 12,164 shares — an estimated $43.7K sold.

Delap Wealth Advisory first reported a position in ONL in Q2 2024 and held it in 1 quarter. The position peaked at $43.7K in Q2 2024. 244 funds tracked by Wall St. Rank hold ONL as of Q3 2024.

  • Delap Wealth Advisory reported no remaining Orion Office REIT position as of Q3 2024 after selling out during the quarter.
  • Delap Wealth Advisory sold 12,164 Orion Office REIT shares in Q3 2024, an estimated $43.7K.
  • Delap Wealth Advisory first reported a position in Orion Office REIT in Q2 2024 and held it in 1 quarter.
  • Delap Wealth Advisory's Orion Office REIT position peaked at $43.7K in Q2 2024.
  • 244 funds tracked by Wall St. Rank held Orion Office REIT as of Q3 2024.

Based on Delap Wealth Advisory's 13F filing for Q3 2024, filed 12 Nov 2024.