PWMG
ONL

Provence Wealth Management Group’s Orion Office REIT ONL Stock Holding History

Provence Wealth Management Group’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
Q4 		$234 Hold
41
– – ﹤0.01% 454
2023
Q3 		$214 Buy
+41
New +$249 ﹤0.01% 464

Other funds holding ONL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
MAP
Madison Avenue Partners New York $2.3B AUM 115.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
SCM
Solas Capital Management Darien, Connecticut $174M AUM 6.33% 1-Year Est. Return

Provence Wealth Management Group's ONL Position: Q4 2023 in Review

Provence Wealth Management Group held its Orion Office REIT (ONL) position steady in Q4 2023 at 41 shares worth $234. The position accounts for ﹤0.01% of the portfolio, ranked #454.

Provence Wealth Management Group first reported a position in ONL in Q3 2023 and has held it in 2 quarters since. 255 funds tracked by Wall St. Rank hold ONL as of Q4 2023.

  • Provence Wealth Management Group held 41 shares of Orion Office REIT worth $234 as of Q4 2023.
  • Provence Wealth Management Group left its Orion Office REIT share count unchanged in Q4 2023.
  • Orion Office REIT made up ﹤0.01% of Provence Wealth Management Group's portfolio in Q4 2023, its #454 holding.
  • Provence Wealth Management Group first reported a position in Orion Office REIT in Q3 2023 and has held it in 2 quarters since.
  • 255 funds tracked by Wall St. Rank held Orion Office REIT as of Q4 2023.

Based on Provence Wealth Management Group's 13F filing for Q4 2023, filed 6 Feb 2024.