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

Focused 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
2024
Q1 		– Sell
-263
Closed -$1.51K – 709
2023
Q4 		$1.51K Sell
263
-109
-29% -$568 ﹤0.01% 807
2023
Q3 		$1.94K Buy
372
+3
+0.8% +$18 ﹤0.01% 774
2023
Q2 		$2.44K Sell
369
-2
-0.5% -$12 ﹤0.01% 782
2023
Q1 		$2.48K Sell
371
-122
-25% -$991 ﹤0.01% 772
2022
Q4 		$4.21K Sell
493
-168
-25% -$1.53K ﹤0.01% 686
2022
Q3 		$6K Buy
661
+2
+0.3% +$21 ﹤0.01% 596
2022
Q2 		$7K Sell
659
-53
-7% -$684 ﹤0.01% 559
2022
Q1 		$10K Buy
712
+100
+16% +$1.69K ﹤0.01% 550
2021
Q4 		$11K Buy
+612
New +$12.1K ﹤0.01% 571

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 $3.8B AUM 23.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MAP
Madison Avenue Partners New York $2.32B AUM 132.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Focused Wealth Management's ONL Position: Q1 2024 in Review

Focused Wealth Management sold out of Orion Office REIT (ONL) in Q1 2024, closing a stake of 263 shares — an estimated $1.51K sold.

Focused Wealth Management first reported a position in ONL in Q4 2021 and held it in 9 quarters. The position peaked at $11K in Q4 2021. 242 funds tracked by Wall St. Rank hold ONL as of Q1 2024.

  • Focused Wealth Management reported no remaining Orion Office REIT position as of Q1 2024 after selling out during the quarter.
  • Focused Wealth Management sold 263 Orion Office REIT shares in Q1 2024, an estimated $1.51K.
  • Focused Wealth Management first reported a position in Orion Office REIT in Q4 2021 and held it in 9 quarters.
  • Focused Wealth Management's Orion Office REIT position peaked at $11K in Q4 2021.
  • 242 funds tracked by Wall St. Rank held Orion Office REIT as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.