GWMIA
ONL

Global Wealth Management Investment Advisory’s Orion Office REIT ONL Stock Holding History

Global Wealth Management Investment 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
Q1 		– Sell
-21
Closed -$120 – 341
2023
Q4 		$120 Hold
21
– – ﹤0.01% 466
2023
Q3 		$109 Hold
21
– – ﹤0.01% 467
2023
Q2 		$139 Buy
+21
New +$131 ﹤0.01% 466
2022
Q3 		– Sell
-204
Closed -$2K – 368
2022
Q2 		$2K Sell
204
-45
-18% -$581 ﹤0.01% 420
2022
Q1 		$3K Sell
249
-16
-6% -$270 ﹤0.01% 394
2021
Q4 		$5K Buy
+265
New +$5.23K ﹤0.01% 354

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 $5.72T 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

Global Wealth Management Investment Advisory's ONL Position: Q1 2024 in Review

Global Wealth Management Investment Advisory sold out of Orion Office REIT (ONL) in Q1 2024, closing a stake of 21 shares — an estimated $120 sold.

Global Wealth Management Investment Advisory first reported a position in ONL in Q4 2021 and held it in 6 quarters. The position peaked at $5K in Q4 2021. 241 funds tracked by Wall St. Rank hold ONL as of Q1 2024.

  • Global Wealth Management Investment Advisory reported no remaining Orion Office REIT position as of Q1 2024 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 21 Orion Office REIT shares in Q1 2024, an estimated $120.
  • Global Wealth Management Investment Advisory first reported a position in Orion Office REIT in Q4 2021 and held it in 6 quarters.
  • Global Wealth Management Investment Advisory's Orion Office REIT position peaked at $5K in Q4 2021.
  • 241 funds tracked by Wall St. Rank held Orion Office REIT as of Q1 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2024, filed 10 May 2024.