NFA
ONL icon

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

Northwest 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
Q4 		– Sell
-5
Closed -$19 – 398
2024
Q3 		$19 Buy
+5
New +$20 ﹤0.01% 564
2024
Q1 		– Sell
-4
Closed -$25 – 379
2023
Q4 		$25 Buy
+4
New +$21 ﹤0.01% 560

Other funds holding ONL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Northwest Financial Advisors's ONL Position: Q4 2024 in Review

Northwest Financial Advisors sold out of Orion Office REIT (ONL) in Q4 2024, closing a stake of 5 shares — an estimated $19 sold.

Northwest Financial Advisors first reported a position in ONL in Q4 2023 and held it in 2 quarters. The position peaked at $25 in Q4 2023. 254 funds tracked by Wall St. Rank hold ONL as of Q4 2024.

  • Northwest Financial Advisors reported no remaining Orion Office REIT position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 5 Orion Office REIT shares in Q4 2024, an estimated $19.
  • Northwest Financial Advisors first reported a position in Orion Office REIT in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's Orion Office REIT position peaked at $25 in Q4 2023.
  • 254 funds tracked by Wall St. Rank held Orion Office REIT as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.