IFWM
ONL icon

Institute for Wealth Management’s Orion Office REIT ONL Stock Holding History

Institute for 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
2022
Q3 		– Sell
-33,609
Closed -$368K – 502
2022
Q2 		$368K Buy
+33,609
New +$434K 0.07% 341

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
MP
Mangrove Partners Greenwich, Connecticut $1.52B AUM 36.54% 1-Year Est. Return

Institute for Wealth Management's ONL Position: Q3 2022 in Review

Institute for Wealth Management sold out of Orion Office REIT (ONL) in Q3 2022, closing a stake of 33,609 shares — an estimated $368K sold.

Institute for Wealth Management first reported a position in ONL in Q2 2022 and held it in 1 quarter. The position peaked at $368K in Q2 2022. 294 funds tracked by Wall St. Rank hold ONL as of Q3 2022.

  • Institute for Wealth Management reported no remaining Orion Office REIT position as of Q3 2022 after selling out during the quarter.
  • Institute for Wealth Management sold 33,609 Orion Office REIT shares in Q3 2022, an estimated $368K.
  • Institute for Wealth Management first reported a position in Orion Office REIT in Q2 2022 and held it in 1 quarter.
  • Institute for Wealth Management's Orion Office REIT position peaked at $368K in Q2 2022.
  • 294 funds tracked by Wall St. Rank held Orion Office REIT as of Q3 2022.

Based on Institute for Wealth Management's 13F filing for Q3 2022, filed 18 Oct 2022.