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Heritage Wealth Management (Arizona)’s Orion Office REIT ONL Stock Holding History

Heritage Wealth Management (Arizona)’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
2022
Q4 		– Sell
-5
Closed – – 1093
2022
Q3 		$0 Hold
5
– – ﹤0.01% 1077
2022
Q2 		$55 Sell
5
-25
-83% -$323 ﹤0.01% 980
2022
Q1 		$0 Buy
+30
New +$506 ﹤0.01% 991

Other funds holding ONL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MAP
Madison Avenue Partners New York $2.32B AUM 132.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
NM
Newtyn Management New York $801M AUM 23.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Heritage Wealth Management (Arizona)'s ONL Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) sold out of Orion Office REIT (ONL) in Q4 2022, closing a stake of 5 shares.

Heritage Wealth Management (Arizona) first reported a position in ONL in Q1 2022 and held it in 3 quarters. The position peaked at $55 in Q2 2022. 295 funds tracked by Wall St. Rank hold ONL as of Q4 2022.

  • Heritage Wealth Management (Arizona) reported no remaining Orion Office REIT position as of Q4 2022 after selling out during the quarter.
  • Heritage Wealth Management (Arizona) sold 5 Orion Office REIT shares in Q4 2022.
  • Heritage Wealth Management (Arizona) first reported a position in Orion Office REIT in Q1 2022 and held it in 3 quarters.
  • Heritage Wealth Management (Arizona)'s Orion Office REIT position peaked at $55 in Q2 2022.
  • 295 funds tracked by Wall St. Rank held Orion Office REIT as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.