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PFG Private Wealth Management’s Orion Office REIT ONL Stock Holding History

PFG Private 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
2023
Q1 		– Sell
-5
Closed – – 361
2022
Q4 		$0 Hold
5
– – ﹤0.01% 402
2022
Q3 		$0 Hold
5
– – ﹤0.01% 361
2022
Q2 		$0 Hold
5
– – ﹤0.01% 327
2022
Q1 		$0 Hold
5
– – ﹤0.01% 340
2021
Q4 		$0 Buy
+5
New +$99 ﹤0.01% 333

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
MAP
Madison Avenue Partners New York $2.32B AUM 132.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
NM
Newtyn Management New York $801M AUM 23.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SCM
Solas Capital Management Darien, Connecticut $187M AUM 12.91% 1-Year Est. Return

PFG Private Wealth Management's ONL Position: Q1 2023 in Review

PFG Private Wealth Management sold out of Orion Office REIT (ONL) in Q1 2023, closing a stake of 5 shares.

PFG Private Wealth Management first reported a position in ONL in Q4 2021 and held it in 5 quarters. The position peaked at $0 in Q4 2022. 290 funds tracked by Wall St. Rank hold ONL as of Q1 2023.

  • PFG Private Wealth Management reported no remaining Orion Office REIT position as of Q1 2023 after selling out during the quarter.
  • PFG Private Wealth Management sold 5 Orion Office REIT shares in Q1 2023.
  • PFG Private Wealth Management first reported a position in Orion Office REIT in Q4 2021 and held it in 5 quarters.
  • PFG Private Wealth Management's Orion Office REIT position peaked at $0 in Q4 2022.
  • 290 funds tracked by Wall St. Rank held Orion Office REIT as of Q1 2023.

Based on PFG Private Wealth Management's 13F filing for Q1 2023, filed 1 May 2023.