FWM
ONL

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 – 715
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 $3.47B AUM 13.39% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MAP
Madison Avenue Partners New York $2.3B AUM 115.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return