MW
ONL

Milestone Wealth’s Orion Office REIT ONL Stock Holding History

Milestone Wealth’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 		$0 Hold
28
– – ﹤0.01% 233
2022
Q2 		$0 Hold
28
– – ﹤0.01% 240
2022
Q1 		$1K Hold
28
– – ﹤0.01% 245
2021
Q4 		$1K Buy
+28
New +$553 ﹤0.01% 245

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 $3.37T AUM 44.26% 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

Milestone Wealth's ONL Position: Q3 2022 in Review

Milestone Wealth held its Orion Office REIT (ONL) position steady in Q3 2022 at 28 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #233.

Milestone Wealth first reported a position in ONL in Q4 2021 and has held it in 4 quarters since. The position peaked at $1K in Q1 2022. 294 funds tracked by Wall St. Rank hold ONL as of Q3 2022.

  • Milestone Wealth held 28 shares of Orion Office REIT worth $0 as of Q3 2022.
  • Milestone Wealth left its Orion Office REIT share count unchanged in Q3 2022.
  • Orion Office REIT made up ﹤0.01% of Milestone Wealth's portfolio in Q3 2022, its #233 holding.
  • Milestone Wealth first reported a position in Orion Office REIT in Q4 2021 and has held it in 4 quarters since.
  • Milestone Wealth's Orion Office REIT position peaked at $1K in Q1 2022.
  • 294 funds tracked by Wall St. Rank held Orion Office REIT as of Q3 2022.

Based on Milestone Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.