PFGIA
ONL

Patriot Financial Group Insurance Agency’s Orion Office REIT ONL Stock Holding History

Patriot Financial Group Insurance Agency’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
-432
Closed -$5K – 1456
2022
Q2 		$5K Sell
432
-29
-6% -$374 ﹤0.01% 1493
2022
Q1 		$6K Buy
+461
New +$7.77K ﹤0.01% 1556

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 $1.66T AUM 25.57% 1-Year Est. Return
NM
Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
MP
Mangrove Partners Greenwich, Connecticut $1.24B AUM 41.74% 1-Year Est. Return

Patriot Financial Group Insurance Agency's ONL Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Orion Office REIT (ONL) in Q3 2022, closing a stake of 432 shares — an estimated $5K sold.

Patriot Financial Group Insurance Agency first reported a position in ONL in Q1 2022 and held it in 2 quarters. The position peaked at $6K in Q1 2022. 294 funds tracked by Wall St. Rank hold ONL as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Orion Office REIT position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 432 Orion Office REIT shares in Q3 2022, an estimated $5K.
  • Patriot Financial Group Insurance Agency first reported a position in Orion Office REIT in Q1 2022 and held it in 2 quarters.
  • Patriot Financial Group Insurance Agency's Orion Office REIT position peaked at $6K in Q1 2022.
  • 294 funds tracked by Wall St. Rank held Orion Office REIT as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.