SWM
ONL

Selective Wealth Management’s Orion Office REIT ONL Stock Holding History

Selective 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
2022
Q4 		– Sell
-15
Closed – – 537
2022
Q3 		$0 Hold
15
– – ﹤0.01% 817
2022
Q2 		$0 Hold
15
– – ﹤0.01% 813
2022
Q1 		$0 Hold
15
– – ﹤0.01% 774
2021
Q4 		$0 Buy
+15
New +$296 ﹤0.01% 692

Other funds holding ONL

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.3B AUM 115.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $3.47B AUM 13.39% 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

Selective Wealth Management's ONL Position: Q4 2022 in Review

Selective Wealth Management sold out of Orion Office REIT (ONL) in Q4 2022, closing a stake of 15 shares.

Selective Wealth Management first reported a position in ONL in Q4 2021 and held it in 4 quarters. The position peaked at $0 in Q3 2022. 296 funds tracked by Wall St. Rank hold ONL as of Q4 2022.

  • Selective Wealth Management reported no remaining Orion Office REIT position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 15 Orion Office REIT shares in Q4 2022.
  • Selective Wealth Management first reported a position in Orion Office REIT in Q4 2021 and held it in 4 quarters.
  • Selective Wealth Management's Orion Office REIT position peaked at $0 in Q3 2022.
  • 296 funds tracked by Wall St. Rank held Orion Office REIT as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.