LFA
ONL

LGT Financial Advisors’s Orion Office REIT ONL Stock Holding History

LGT Financial Advisors’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
Q2 		– Sell
-31
Closed -$109 – 840
2024
Q1 		$109 Hold
31
– – ﹤0.01% 776
2023
Q4 		$177 Hold
31
– – ﹤0.01% 824
2023
Q3 		$162 Buy
+31
New +$188 ﹤0.01% 923

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 $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LGT Financial Advisors's ONL Position: Q2 2024 in Review

LGT Financial Advisors sold out of Orion Office REIT (ONL) in Q2 2024, closing a stake of 31 shares — an estimated $109 sold.

LGT Financial Advisors first reported a position in ONL in Q3 2023 and held it in 3 quarters. The position peaked at $177 in Q4 2023. 243 funds tracked by Wall St. Rank hold ONL as of Q2 2024.

  • LGT Financial Advisors reported no remaining Orion Office REIT position as of Q2 2024 after selling out during the quarter.
  • LGT Financial Advisors sold 31 Orion Office REIT shares in Q2 2024, an estimated $109.
  • LGT Financial Advisors first reported a position in Orion Office REIT in Q3 2023 and held it in 3 quarters.
  • LGT Financial Advisors's Orion Office REIT position peaked at $177 in Q4 2023.
  • 243 funds tracked by Wall St. Rank held Orion Office REIT as of Q2 2024.

Based on LGT Financial Advisors's 13F filing for Q2 2024, filed 5 Aug 2024.